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Bilingual Sales Consultant

2 months ago

Toronto, Ontario, Canada Bilingual Source Full time
Regional Sales Consultant

We are seeking a seasoned professional in the financial industry with a passion for sales and relationship building to join our dynamic team as a Regional Sales Consultant. This role will play a pivotal part in driving sales results in the Quebec region.

Sales Responsibilities
  • Achieve annual sales targets by developing new advisor relationships and nurturing existing ones.
  • Conduct meaningful sales conversations with advisors, understanding their needs and matching them to our product offerings.
  • Maintain a high degree of phone activity through outbound calls and virtual meetings to ensure full client coverage.
  • Respond promptly to advisor needs to cultivate mutually beneficial client relationships.
  • Demonstrate a deep understanding of the firms Investments' product offerings, business solutions, and value-added ideas.
  • Commit to personal development and continuously expand knowledge of the offerings.
  • Participate in team meetings and sales workshops to enhance sales skills and objection handling strategies.
  • Contribute to National Sales initiatives, contests, and campaigns to drive sales.
Sales Team Partnership & Regional Commitment
  • Collaborate with Divisional Directors and Regional Directors to execute territory sales plans.
  • Work toward expanding sales penetration in the designated region, with a focus on developing new supporters and deepening relationships with existing clients.
  • Book meetings for Regional Directors as a result of successful sales calls.
  • Generate commitment from advisors to attend events and region-specific sales initiatives.
  • Execute various aspects of sales calls, including creating proposals, emails, and maintaining CRM data integrity.
  • Travel within the designated territory at least once per quarter to enhance selling skills and support regional initiatives.

Qualifications:

  • Bachelor's degree in Finance, Marketing, or related field required.
  • CSC (Canadian Securities Course) preferred.
  • 2-5 years of experience in the financial industry or related sales experience preferred.
  • Fluent in both English and French.
  • Experience working with investment advisors and a solid understanding of advisor and investor behaviors.
  • Previous experience in the mutual funds or asset management business is an asset.
  • Strong sales and organizational skills.
  • Exceptional relationship-building and interpersonal skills.
  • In-depth knowledge of the investment management industry, mutual funds, sales strategies, and account relationship management.
  • Comfortable with client-facing roles and presentations.
  • Ability to prioritize tasks, work independently, and make sound business decisions.