Regional Sales Consultant

2 weeks ago

Toronto, Canada Desjardins Full time

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

Job Level

NV-07

As a regional sales consultant, inside sales, you utilize strong knowledge of financial services industry, Desjardins Investments products and services to proactively sell and support the Investment Advisor community within the assigned territory(ies). The key responsibility is to enhance and cultivate new sales while focused on retaining AUM. In partnership with the Regional Sales Director, design and implement territory business plans to reach and surpass sales and activity targets.

Utilize strong knowledge of financial services industry, Desjardins Investments products and services to proactively sell and support the Investment Advisor community within the assigned territory(ies). The key responsibility is to enhance and cultivate new sales while focused on retaining AUM. In partnership with the Regional Sales Director, design and implement territory business plans to reach and surpass sales and activity targets.

You help build and maintain business relationships with members and clients. You drive results by reviewing complex requests and helping promote and sell products and services based on client needs and your unit’s business objectives and strategies.

You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.

You work with clients who have development potential for your sector. You analyze member/client needs and help develop and implement personalized solutions. Interpersonal savvy is therefore essential.

General Information on the Position

Main responsibilities- Conduct proactive outbound sales calls following a consultative sales approach to identify needs, problems or opportunities in order to position the right investment solution- Execute territory business plan focusing on deepening relationships with actual clients and engaging in prospecting calls to expend the reach of Desjardins Investments- Consistently meet minimum telephone contact standards and booked meeting standards- Consistently demonstrate effective management and prioritization of leads, timely RSD meeting follow-up and case work (illustrations, proposals and portfolio optimization)- Support featured sales campaigns by incorporating them into business plans and modifying activities as needed- Effectively utilize provided sales tools including technology (CRM, Perform, track and analyze the effectiveness/impact of targeted sales campaigns using EXCEL, Hypothetical Illustration Tools, financial calculators and WebEx presentations)- Partner with Regional Sales Director through effective and ongoing communication and territory planning- Following lead of RSD with critical exposure to success outcomes of assigned territory embracing accountability and a business building mindset- Deliver strong telephone sales presentations- Perform in a fast paced environment- Be a reliable and enthusiastic team player- Thrive in a competitive environment- Operate a personal computer and related software- Be a self-leader and have a commitment to self-improvement and coaching- Work under general direction; and participate in determining objectives of assignment (work is reviewed for adequacy in meeting objectives.).

Other working conditions- The work arrangement for the position is hybrid work #LI-Hybrid- Travel: May be required to travel to support territory sales efforts- May be required to travel to support territory sales efforts- Other relevant information: Work is performed under general direction; participates in determining objectives of assignment; work is reviewed for adequacy in meeting objectives- Number of jobs available: 1

**Qualifications**:
- Bachelor’s degree in a related field- A minimum of two years of relevant experience- Sales experience

Please note that other combinations of qualifications and relevant experience may be considered.- Canadian Securities Course/ IFIC

Specific knowledge-
- Knowledge of financial services industry- Very good knowledge of oral and written communication.

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

95 St-Clair Avenue West Toronto

Trade Union

Non Syndiqué

Unposting Date

2024-03-28

Job Family

Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in pr

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