Territory Growth Leader

4 days ago


Ottawa, Ontario, Canada Cari Full time
About the Team:
Cari values diversity and inclusion in the workplace and is committed to creating an environment that reflects the communities we serve. We believe in fostering a culture that supports innovation, collaboration, and creativity. Our team members are passionate about making a difference in the lives of our clients and colleagues alike.

About the Job:
We are seeking an experienced Sales Director to join our team in Ottawa, Canada. As a Sales Director, you will be responsible for managing a defined territory, generating sales, developing new business opportunities, and delivering exceptional customer service.

Responsibilities:
• Manage a defined territory to generate sales and develop new business.
• Lead by establishing long-lasting relationships with financial advisors, servicing existing clients, and prospecting for new ones.
• Use your in-depth knowledge of our products, practice management skills, and interpersonal skills to increase sales and retain assets.
• Arrange one-on-one, group, and/or branch meetings with financial advisors to promote company products and services (20 meetings a week).
• Assign daily tasks to the Inside Sales Representative and Sales Associate for follow-up.
• Schedule and host events, roadshows, and manager meetings.
• Develop a strategic business plan for the year and review it quarterly with the team to increase sales from advisors within the territory.
• Segment the client base to define the service levels and ensure sales from various distribution channels and firms (1-250).
• Maintain and service client relationships using territory rotations to increase sales and diversify product usage.
• Make daily calls to clients who purchase or redeem above set targets.
• Submit expenses and maintain the overall budget for the region, including approving co-op requests, charitable donations, promotional items, and quarterly ticket/meal allocations.
• Data mine using the Diagnostic Selling Process and populate the CRM system with all information retrieved during meetings.
• Respond to client inquiries and follow up on leads from the Inside Sales Representative.
• Generate and develop new business relationships.
• Mentor the Inside Sales Representative through continuous coaching and feedback.
• Present to advisors on new products, business-building ideas, and tax-planning strategies.
• Work extensively within a supportive team environment to meet and/or exceed company sales objectives (sales representative & sales associate).
• Be involved in special projects as required.
• Adhere to Scotiabank Global Sales Principles and understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.

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