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Internal Sales Representative

2 months ago

Toronto, Ontario, Canada IA Financial Group Full time
Job Title: Internal Wholesaler

About the Role:

We are seeking a highly motivated and results-driven Internal Wholesaler to join our team. As an Internal Wholesaler, you will be responsible for driving sales and building long-lasting relationships within the brokerage and dealer community.

Key Responsibilities:

  • Partner with the Vice President, National Inside Sales, to manage a defined territory and generate sales.
  • Lead by actively prospecting for new sales and establishing long-lasting relationships with existing clients.
  • Use your in-depth knowledge of our products and the investment industry to increase sales and retain assets.

What You Will Be Doing:

  • Actively generate and develop new business relationships and make outbound proactive prospecting calls to advisors.
  • Use daily video and phone contact with clients to begin or expand on existing relationships and understand their business and client needs.
  • Provide essential support to the Vice President of Sales by promptly following up on meetings, road shows, events, and webcasts.
  • Keep an archive of all relevant information pertaining to products, policies, and procedures to support clients.
  • Ensure regional events and road shows are well attended by using outbound call campaigns.
  • Collaborate with the Territory Sales Assistant to determine priorities and tasks to be completed.
  • Make daily Purchase and Redemption calls to clients to identify trends, prospects, and first-time tickets.
  • Responsible for achieving the territory's sales targets and KPIs.
  • Create broadcast emails with pertinent marketing and product information to advisors and share with the sales department.
  • Create fund comparisons and analytics for advisors using Morningstar Advisor Workstation and YCharts.
  • Participate in national, regional, departmental, and project group meetings, sharing feedback and information.
  • Assist the Vice President of Sales in segmenting the client base to define service levels and ensure sales from various distribution channels and firms.
  • Escalate client issues to the appropriate department and the Vice President of Sales.

Requirements:

  • Bachelor's degree in a field such as Commerce, Finance, Business Administration, or Economics.
  • CSC (required), IFIC, CIM, CFP, or CFA.
  • Proficient with Morningstar Advisor Workstation and YCharts.
  • Client experience-focused with excellent interpersonal, organizational, and prioritization skills.
  • Excellent communication skills (verbal and written).
  • Results-driven and ability to work well and thrive under pressure.
  • Collaborative and ability to work independently and in a team environment.
  • Strong leadership and ability to be proactive and a self-starter.

What We Offer:

  • A competitive compensation plan that includes a base salary and commission.
  • We value and encourage our employees to have a good work-life balance, offering vacation and Personal Leave Days.
  • A generous Wellness plan that covers physical activity and wellness expenses.
  • Comprehensive and flexible group insurance benefits to meet your and your family's needs.
  • A Group Registered Retirement Savings Plan (RRSP) with company matching.
  • A home office equipment program to ensure you have the best working environment.
  • Participation in our Share Purchase Plan.
  • Your development and continuous improvement are important to us, offering an Education Assistance Program to ensure you have the tools and knowledge to grow your career here at iA Clarington.