Financial Services Business Development Associate
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Use financial-market expertise and self-starting prospecting skills to develop NBI's investment-solutions pipeline. This Toronto-based position supports sales across the CIRO channel.
As a Regional Associate in Inside Sales, you will partner with Regional Directors, a Business Development Associate, and a Sales Coordinator. Your focus is identifying Investment Advisors and Financial Planners, qualifying leads, and improving solution recognition. Some travel may be required.
Key Responsibilities:
- Identify new leads among Investment Advisors and Financial Planners
- Qualify prospects and graduate high-potential opportunities
- Participate in territory business development and sales planning
- Maintain product and market knowledge through training
- Partner with sales colleagues to increase overall success
Requirements:
- Demonstrated prospecting and self-starter capabilities
- Strong knowledge of financial markets and investment solutions
- Sales experience considered a strong asset
- Strong listening and communication skills
- Ability to build effective client rapport by phone
Turn financial-market insight into qualified opportunities through disciplined prospecting, client rapport, and collaborative business development for NBI.
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