Inside Sales Representative

4 weeks ago

Montréal, Canada Scotiabank Full time

Requisition ID: 189257

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

**Job Summary**:
The world of inside sales is changing. Digital technology and online meetings have shifted the way we conduct business in terms of accessing information, accessing our clients, and accessing results. However, building and developing new relationships still requires making a professional connection and the fundamental art of conversation.

**Responsibilities**:

- Partner with the Wholesaler to drive sales within the specified territory and achieve annual sales targets.
- Identify and populate information within the CRM in a timely basis, as information and data are primary drivers of business strategy.
- Share ideas and success stories with the Dynamic Sales Team in a variety of ways, including team meetings, sales collaboration tools and national sales calls.
- Align with Business Controls and Compliance to maintain sales activities and communication that are within our guidelines.
- Keep an archive of all the relevant information pertaining to the products, policies, procedures, and rules for dissemination to the clients.
- Collaborate with members of the team to determine priorities and tasks to be completed.
- Work closely with internal partners to understand the information pertaining to IIROC and MFDA firms/dealerships.
- Participate in special projects, departmental and project group meetings, and sharing feedback when needed.
- Escalate client issues to RVP’s and appropriate department(s) when needed.
- Work with the wholesaler in developing a strategic business plan each fiscal year and conduct a quarterly review to ensure benchmarks and goals are aligned.
- Incumbents must adhere to Scotiabank Global Sales Principles and understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

**Requirements**:

- Minimum bachelor’s degree in a field such as Commerce, Finance, Business Administration.
- CSC or IFIC certification.
- Minimum 3 years of experience within the Financial Services Industry.
- Super collaborator with impeccable communications skills in English and French.

Location(s): Canada : Quebec : Montreal

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

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