Regional Consultant

3 weeks ago

Toronto, Canada Russell Investments Full time

Business Unit:
North America Advisor & Intermediary Solutions

**Job Description**:
Location: Toronto

The responsibilities of the individual in this position include:
Sales Responsibilities, Call Effectiveness & Activity
- The RC will be responsible for achieving specific sales targets on an annual basis. Targets will typically be broken down to reflect developing new advisor relationships, as well as focusing on existing advisors in an assigned region. Leveraging the resources within Russell in both the sales group, as well as other departments will be an important factor in driving success.
- Conducting meaningful sales conversations with advisors is an expectation of the RC. To develop a thorough understanding of advisor needs, the RC is expected to conduct clearly defined sales calls and virtual discussions as outlined by Russell against specified Call Activity Targets. Accurate record keeping of key data to move the relationship forward is required.
- Thorough territory rotation and coverage of the assigned sales region is an expectation of the RC primarily through telephone contact and virtual meetings to prospect new advisors as well as support existing sales relationships.
- Responding effectively and on a timely manner to address advisor needs will be an ongoing expectation of the RC to develop deeper client relationships that are mutually beneficial.
- A thorough understanding of Russell Investments product offering as well as business solutions and value-added ideas, is an expectation of the RC. An ongoing commitment to personal development and understanding of the Russell offering thus is imperative for the RC to maintain.
- RC’s will be expected to actively participate in RC team meetings with an emphasis on sales workshops geared toward sales skills development, presentation skills refinement, as well as objection handling strategies. Additionally, the RC’s will be expected to participate in National Sales initiatives, contests, campaigns, offsite meetings as a function of driving the sales initiatives.

Sales Team Partnership & Regional Commitment
- RC’s will act as an integral part of their assigned regional territory acting in partnership with Divisional Directors initiatives, Regional Directors initiatives and strategic execution plans set forth by National Sales. The RC will work towards successful execution of territory sales plans including assisting in driving success of Regional/National initiatives as well as identifying new sales opportunities for Russell to expand the sales base of support.
- RC’s will spend more than 50% of their time expected to increase sales penetration significantly in the designated region from expanding sales penetration from developing or non-supporters, while deepening relationship with some existing clients.
- Booking Meetings for RD’s is required as a result of sales calls.
- Generating and gaining commitment from advisors to attend events or participate in region specific sales initiatives.
- RC's will be expected to travel to the designated territory to a minimum of once per quarter. This element of the role is an important component of the RC’s development as related to selling skills. Occasionally, involvement in regional initiatives may be required, for example attending National Events, Conferences, and Road shows, etc.
- Bachelor’s degree in Finance, Marketing or related area is required.
- CSC Required.
- Minimum 2-5 years of experience in the financial industry, or strong related sales experience is preferred.
- Must be fluent in English and French
- Experience working with investment advisors and a solid understanding of the advisor and investor behaviors is also a requirement.
- Previous experience in the mutual funds or asset management business is a definite asset.
- Sales and Organizational Skills are a requirement for this role in order to identify needs and opportunities.
- Relationship and Interpersonal skills with an ability to develop broad, mutually beneficial partnerships.
- An in-depth knowledge of the investment management industry, mutual funds, sales strategies and techniques, and account relationship management.
- Comfortable with presenting and being in a client facing role.
- Ability to prioritize time, to work independently and to use sound business judgment in making decisions.

Consultant Régional

Lieu: Toronto

Résumé du roles

Consultant Régional (RC) agira en tant que partenaire à part entière dans la gestion des résultats de ventes de Investissements Russell dans la région des ventes qui lui a été assignée. Pour y parvenir, le RC consacrera la majorité de son temps à établir des relations avec tous les conseillers en placement de la région, y compris nos meilleurs conseillers et, dans une plus large mesure, à développer de nouvelles relations. Cela se fera principalement par téléphone, par courriel et en face à face. Travaillant en étroite collaboration avec le directeur régional et

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