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Inside Sales Representative
2 months ago
About the Role
The Inside Sales Representative plays a vital role in generating sales and developing new business for Dynamic Funds, a subsidiary of Scotiabank. As a key member of the sales team, you will work closely with the Wholesaler to build relationships with clients and increase sales.
Key Responsibilities
- Support the Wholesaler in generating sales and developing new business
- Build relationships with clients through daily phone contact
- Develop and maintain knowledge of company and competitor products, policies, and industry trends
- Work closely with the Sales Administrator to determine priorities and tasks
- Collaborate with the Product Manager to set up meetings and conferences
- Escalate client issues to the appropriate department
- Participate in national and regional meetings to share feedback and information
Requirements
- Minimum Bachelor's degree in a field such as Commerce, Finance, or Business Administration
- CSC or IFIC certification; CFP or CIM
- Bilingual is an asset
- Minimum 5+ years of sales experience
- Minimum 5+ years of management experience and managing a territory
About Scotiabank
Scotiabank is a leading financial institution with a commitment to creating an inclusive and accessible environment for all employees. We value the unique skills and experiences each individual brings to the bank and are committed to providing a seamless recruitment experience for all candidates.