Sales and Client Experience Specialist

4 weeks ago

Calgary, Canada SIACharts Full time

Do you have exceptional sales and marketing skills with an entrepreneurial spirit and a financial background? The Calgary based Sales and Client Experience Specialist position at SIACharts is the perfect opportunity for you to join a fast paced, growing, and evolving company.

**Primary Responsibilities**

Sales/Support/Lead Generation:

- Sell SIACharts subscriptions and affiliated products to new clients across North America over telephone, in person, and via online webinars
- Pro-actively identify new and different business opportunities to provide increased sales
- Call advisors and generate referrals, prospective clients, COIs, and new sales
- Perform SIA software demonstrations and online sales webinars to prospective clients
- Provide customer support and training to existing clients empowering them for long-term success
- Enter CRM notes for all client interactions, creating client, and prospect reports, etc.
- Account manager to segment of clients in charge of retention, education, follow-up, creating referrals, and their main point of contact on a quarterly basis
- Creating, editing, reviewing, and posting daily/weekly/monthly quarterly commentaries, insights, analysis, focus videos, education material, webinars, etc.
- Assist with presentations, data entry/errors, webinars, conferences, etc. as needed
- Assist with social media channels posting relevant and engaging content, growing the companies online influence and network, writing blogs and articles, etc.
- Reviewing and editing all marketing and education materials and assuring it meets high compliance standards for presentation, proper disclaimers, trademarks, etc.
- Coordinating, creating, and updating PowerPoint and other presentation material for events, seminars, websites, presentations, etc.
- Assist with sales initiatives, marketing initiatives, strategy, and other company initiatives
- Monitors industry best marketing practices and possible future disruptions
- Other duties as necessary
- University degree or post-secondary diploma in a finance, economics, business, or marketing discipline
- At least 3+ years sales experience in the Finance industry
- Comprehensive financial industry experience and/or knowledge
- Exceptional written and verbal communication skills and formal presentation skills
- Experience as a Financial Advisor or Associate, not required, but considered an asset
- Strong computer skills with Microsoft Office expertise, Teams, PowerPoint, and knowledge or experience with CRM tools
- Detail oriented, organized, creative, and self-directed with the ability to meet deadlines
- Driven in an entrepreneurial setting with a willingness to work in a team environment at a fast growing and evolving company of constantly changing priorities
- Strong sales and customer service skills
- Initiative and willingness to go above and beyond required duties

**Hours**: Full-time (40+ hours a week) salaried position, in person at SIACharts Calgary office.

SIACharts offers a comprehensive compensation package that includes a base salary with bonus opportunities, benefits, paid vacation time, small team environment, team events, education opportunities, and career development as the company grows.

**Salary**: $55,000.00-$65,000.00 per year

Schedule:

- Monday to Friday

Work Location: In person

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