Sales Director

4 weeks ago

Old Toronto, Ontario, Canada Pier 4 Ltd. Full time
Associate Director, Inside Sales - Bilingual

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

Key Responsibilities:

  • Support two Vice-presidents and their respective territories in achieving aggressive growth goals.
  • Cold calling, prospecting, booking meetings, and following up on sales activities for the VP's.
  • Follow up with Advisors after VP meetings to answer any questions and assist in moving activity forward towards sale.
  • Update daily activities and maintain accurate Advisor records within CRM in a timely manner.
  • Take ownership of any inbound calls related to trade documents, working with the operations team to ensure proper follow-up with the advisor teams.
  • Support all marketing and sales campaign efforts to promote Pier 4 REIT.
  • Create and implement a sales plan in collaboration with VP's.
  • 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 & 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, pro-active interactions.

Requirements:

  • Fluency in both French and English.
  • Bachelor's degree or certificate in a related field.
  • 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 to work independently.
  • Experience with CRM.

Location: Toronto office with some travel across Canada.

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