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Regional Associate Inside Sales Professional
2 months ago
As a Regional Associate Inside Sales, you will play a key role in identifying and qualifying Investment Advisors and Financial Planners throughout the IIROC and MFDA channels for the sale of NBI's investment solutions.
Your Key Responsibilities:- Proactively make sales and business development phone calls to increase awareness and recognition of NBI's investment solutions in the market.
- Qualify and graduate prospects to meet sales objectives and targets.
- Create, execute, and evaluate ongoing sales campaigns to drive business growth.
- Provide high-quality client service and interactions with new supporters and prospects/leads.
- Participate in training sessions to stay up-to-date on products and market trends.
- Collaborate with other sales associates and sales managers to share ideas and increase overall sales success.
You will be based in Toronto and work in partnership with Regional Directors (Outside Wholesalers), the Business Development Associate, and a Sales Coordinator. Some travel may be required for National Sales Meetings and client events.
Requirements:- A Bachelor's degree in Finance or a related field and 3 to 5 years of experience, or a completed Master's degree in a related field and two years of relevant experience.
- Successfully completed the Investment Funds in Canada (IFC) course or Canadian Securities Course (CSC) within 6 months of hiring.
- Demonstrated ability to be a great prospector/self-starter, identify, and qualify new leads.
- Strong knowledge of financial markets and how investment solutions react accordingly.
- Sales experience is a strong asset.
- Strong listening and communication skills with the ability to simplify complicated concepts and problems.
- Ability to build credibility and rapport with clients over the phone efficiently and effectively.
In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, a generous pension plan, and more.
About Us:We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. We want to offer an accessible, barrier-free workplace to all employees and welcome all candidates who share our values of partnership, agility, and empowerment.