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Sales Director, Inside Markets

1 month ago


Toronto, Ontario, Canada Pier 4 Ltd. Full time
About the Role

We are seeking a highly motivated and experienced Associate Director, Inside Sales, to join our Sales team at Pier 4 Ltd. in Toronto. As a key member of our team, you will play a fundamental role in achieving our ambitious partner acquisition and Assets Under Management objectives.

Key Responsibilities
  • Work closely with two Vice-Presidents and the Director of Sales to support their territories and consult with Advisors via phone and virtual meetings.
  • Provide valuable market insight, product overviews, and information to assist Advisors in understanding the value of including Pier 4 REIT in their clients' portfolios.
  • Support the Sales team in achieving aggressive growth goals through cold calling, prospecting, booking meetings, and following up on sales activities.
  • Update daily activities and maintain accurate Advisor records within CRM in a timely manner.
  • Take ownership of inbound calls related to trade documents and work with the operations team to ensure proper follow-up with Advisor teams.
  • Support all marketing and sales campaign efforts to promote Pier 4 REIT.
  • Initiate phone and digital contact with Advisors and potential partners to expand and identify new relationships within the financial advisor network.
  • Effectively provide ongoing support to Advisors with respect to fund and market trends.
  • Maintain an up-to-date and thorough understanding of Pier 4's investment offerings, market trends, competitive offerings, and industry best practices.
  • Build relationships with Advisors through high-quality, proactive interactions.
Requirements
  • Fluency in both French and English.
  • Bachelor's degree or certificate in a related field.
  • At least 5 years of experience in the financial services industry in a similar sales capacity.
  • Excellent time management and organizational skills, with the ability to prioritize and shift tasks quickly, as well as work independently.
  • Experience with CRM.
About Pier 4 Ltd.

Pier 4 Ltd. is a leading company in the financial services industry, with ambitious goals around growing our distribution partners and resulting Assets Under Management. We are committed to providing our clients with exceptional service and support, and we are seeking a highly motivated and experienced Associate Director, Inside Sales, to join our team.