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Inside Sales Representative, Dynamic Funds
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Montreal, Quebec, Canada Scotiabank Full timeKey Responsibilities:Partner with the Wholesaler to drive sales within the specified territory and achieve annual sales targets.Prospect, develop client relationships and initiate sales through various channels, including virtual meetings, webinars, emails, and client activities.Identify and populate information within the CRM in a timely manner, as data is...
Inside Sales Representative, Dynamic Funds
2 months ago
We are seeking a highly motivated and results-driven Inside Sales Representative to join our team at Scotiabank. As a key member of our sales team, you will be responsible for generating sales and developing new business opportunities within the financial services industry.
Key Responsibilities- Partner with our Wholesaler to drive sales within the specified territory and achieve annual sales targets.
- Prospect and develop client relationships through phone, virtual meetings, webinars, emails, and client activities.
- Identify and populate information within our CRM in a timely manner, as data is a primary driver of business strategy.
- Share ideas and success stories with the Dynamic Sales Team through team meetings, sales collaboration tools, and national sales calls.
- Align with Business Controls and Compliance to maintain sales activities and communication within our guidelines.
- Keep an archive of relevant information pertaining to products, policies, procedures, and rules for dissemination to clients.
- Collaborate with team members to determine priorities and tasks to be completed.
- Work closely with internal partners to understand information pertaining to IIROC and MFDA firms/dealerships.
- Participate in special projects, departmental, and project group meetings, and share feedback when needed.
- Escalate client issues to RVP's and appropriate departments when necessary.
- Work with the Wholesaler to develop a strategic business plan each fiscal year and conduct a quarterly review to ensure benchmarks and goals are aligned.
- Minimum bachelor's degree in a field such as Commerce, Finance, or Business Administration.
- CSC or IFIC certification.
- Minimum 3 years of experience within the Financial Services Industry.
- Superior collaboration and communication skills in English and French.
Scotiabank is a leading financial institution with a strong presence in Canada and around the world. We are committed to creating an inclusive and accessible environment for all employees and customers. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide a seamless recruitment experience.
