Sales Director

1 month ago

Old Toronto, Ontario, Canada Pier 4 Ltd. Full time
Associate Director, Inside Sales - Bilingual

We are seeking a highly motivated and bilingual Associate Director, Inside Sales to join our Sales team at Pier 4 Ltd. in Toronto. As a key member of our team, you will play a crucial role in achieving our ambitious partner acquisition and Assets Under Management objectives.

The successful candidate will be responsible for working closely with two Vice-Presidents and the Director of Sales to support their territories, consult with Advisors via phone and virtual meetings, and provide valuable market insight, product overviews, and information to assist advisors in understanding the value of including Pier 4 REIT in their clients' portfolios.

Key Responsibilities:

  • Support two Sales VP's and their respective territories in achieving aggressive growth goals through cold calling, prospecting, booking meetings, and following up on sales activities.
  • Follow up with Advisors after VP meetings to answer any questions and assist in moving activity forward towards sale.
  • Update daily activities and maintain accurate Advisor records within CRM in a timely manner.
  • Take ownership of any inbound calls related to trade documents, working with the operations team to ensure proper follow-up with the advisor teams.
  • Support all marketing and sales campaign efforts to promote Pier 4 REIT.
  • Initiate phone and digital contact with Advisors and potential partners to expand and identify new relationships within the financial advisor network.
  • Effectively provide ongoing support to Advisors with respect to fund & market trends.
  • Maintain an up-to-date and thorough understanding of Pier 4's investment offerings, market trends, competitive offerings, and industry best practices.
  • Build relationships with Advisors through high-quality, pro-active interactions.

This is a challenging and rewarding role that requires a strong understanding of the financial services industry, excellent communication and interpersonal skills, and the ability to work independently and as part of a team. If you are a motivated and results-driven professional with a passion for sales and customer service, we encourage you to apply.

Requirements:

  • Bachelor's degree or certificate in a related field.
  • 5+ years of experience in the financial services industry in a similar sales capacity.
  • Excellent time management and organizational skills, with the ability to prioritize and shift tasks quickly.
  • Experience with CRM.
  • Fluency in both French and English.

About Pier 4 Ltd.

Pier 4 Ltd. is a leading provider of investment solutions in the financial services industry. We are committed to delivering exceptional results for our clients and partners, and we are seeking talented professionals who share our vision and values.

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