Inside Sales Representative

1 week ago

Toronto, Ontario, Canada Scotiabank Full time

About the Role:

The Inside Sales Representative will work closely with the Wholesaler to generate sales and develop new business along with servicing and managing existing clients about Dynamic products. This role requires the individual to be exceedingly knowledgeable in company and competitor products and policies, industry changes, market conditions, and client business practices.

Key Responsibilities:

  • Support the Wholesaler by promptly following up on meetings, road shows, events, and web casts;
  • Initiate phone contact with clients to begin or expand on existing relationships;
  • Keep an archive of all relevant information pertaining to the products, policies, procedures, and rules for dissemination to the clients;
  • Ensure regional events and road shows are well attended by using outbound call campaigns;
  • Collaborate with the Sales Administration to determine priorities and tasks to be completed;
  • Make daily Purchase and Redemption calls to clients to identify trends, prospects, and first-time tickets;
  • Create broadcast emails with pertinent marketing and product information to advisors via ODD filters and share with the sales department;
  • Data Mine using the Diagnostic Selling Process and Populate the CRM system with all information retrieved during phone calls and surveys;
  • Participate in national, regional, departmental, and project group meetings, sharing feedback and information;
  • Assist the Wholesaler in the segmentation of the client base to define service levels and ensure sales from various distribution channels and firms;
  • Act as a liaison with the Product Manager to set up Manager meetings, conferences calls, and web casts;
  • Escalate client issues to the appropriate department and your Wholesaler;
  • Involved in special projects as required;
  • Assist the Wholesaler in developing a strategic business plan for the year and review it quarterly with the team to increase sales from advisors in our territory;

Requirements:

  • Minimum Bachelor's degree in a field such as Commerce, Finance, Business Administration;
  • CSC or IFIC certification; CFP or CIM;
  • Bilingual is an asset;
  • Minimum 5+ years of sales experience;
  • Minimum 5+ years of management experience and managing a territory;

About Scotiabank:

Scotiabank is a leading financial services provider in Canada, with a history dating back to 1832. We offer a comprehensive range of products and services, including personal and commercial banking, investment banking, and wealth management.

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