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Inside Sales Representative
2 months ago
Dynamic Funds is a leading wealth management firm seeking a highly motivated and results-driven Inside Sales Representative to join our team. As an Inside Sales Representative, you will play a critical role in generating sales and developing new business opportunities for our company.
Key Responsibilities:- Partner with our Wholesaler to drive sales within our specified territory and achieve annual sales targets.
- Prospect, develop client relationships, and initiate sales through phone, virtual meetings, webinars, emails, and client activities.
- Identify and populate information within our CRM in a timely manner, as information and data are primary drivers of business strategy.
- Share ideas and success stories with our Dynamic Sales Team through team meetings, sales collaboration tools, and national sales calls.
- Align with Business Controls and Compliance to maintain sales activities and communication within our guidelines.
- Keep an archive of relevant information pertaining to our products, policies, procedures, and rules for dissemination to clients.
- Collaborate with team members to determine priorities and tasks to be completed.
- Work closely with internal partners to understand information pertaining to IIROC and MFDA firms/dealerships.
- Participate in special projects, departmental, and project group meetings, and share feedback when needed.
- Escalate client issues to RVP's and appropriate departments when needed.
- Work with the Wholesaler to develop a strategic business plan each fiscal year and conduct a quarterly review to ensure benchmarks and goals are aligned.
- Minimum bachelor's degree in a field such as Commerce, Finance, or Business Administration.
- CSC or IFIC certification.
- Minimum 3 years of experience within the Financial Services Industry.
- Super collaborator with impeccable communication skills in English and French.
Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French as they will be required to work closely with other groups from head office who operate primarily in English, and they will serve and English-speaking clientele.
We value the unique skills and experiences each individual brings to the bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.
