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Inside Sales Representative

2 months ago


Vancouver, British Columbia, Canada Scotiabank Full time

About the Role

The Inside Sales Representative plays a vital role in generating sales and developing new business for Dynamic Funds, a subsidiary of Scotiabank. As a key member of the sales team, this individual must possess in-depth knowledge of company and competitor products, industry trends, and client business practices.

Key Responsibilities

  • Support the Wholesaler in generating sales and developing new business opportunities;
  • Initiate phone contact with clients to build relationships and increase sales;
  • Develop and maintain a comprehensive understanding of Dynamic Funds' products and services;
  • Collaborate with the Sales Administrator to prioritize tasks and ensure seamless execution;
  • Participate in national, regional, and departmental meetings to share feedback and information;
  • Escalate client issues to the appropriate department and the Wholesaler;
  • Assist in developing a strategic business plan for the year and review it quarterly with the team;

Requirements

  • Minimum Bachelor's degree in a field such as Commerce, Finance, or 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 institution committed to creating an inclusive and accessible environment for all employees. We value the unique skills and experiences each individual brings to the bank and are dedicated to fostering a culture of diversity and excellence.