Sales Representative
18 hours ago
Are you a sales professional looking for a challenging role that requires strong communication and relationship-building skills? We are seeking an Inside Sales Representative to join our team at Scotiabank.
Key Responsibilities:- Support the Wholesaler by promptly following up on meetings, road shows, events, and webcasts to ensure successful client engagement.
- Initiate phone contact with clients to begin or expand on existing relationships, with a focus on building strong relationships and identifying new business opportunities.
- Keep an archive of relevant information pertaining to products, policies, procedures, and rules for dissemination to clients.
- Ensure regional events and road shows are well attended by using outbound call campaigns to promote the event and encourage client participation.
- Occasionally, some representatives will travel and attend their own individual meetings, with a focus on building relationships and identifying new business opportunities.
- Collaborate with the Sales Associate to determine priorities and tasks to be completed, ensuring effective communication and coordination.
- Make daily Purchase and Redemption calls to clients to identify trends, prospects, and first-time tickets, with a focus on building strong relationships and identifying new business opportunities.
- Create broadcast emails with pertinent marketing and product information to advisors via ODD filters and share with the sales department, ensuring effective communication and coordination.
- Data Mine using the Diagnostic Selling Process and populate the CRM system with all the information retrieved during phone calls and surveys, ensuring accurate and up-to-date client information.
- Participate in national, regional, departmental, and project group meetings, sharing feedback and information to ensure effective communication and coordination.
- 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 webcasts, ensuring effective communication and coordination.
- Escalate client issues to the appropriate department and the Wholesaler, ensuring prompt and effective resolution.
- Involved in special projects as required, with a focus on building strong relationships and identifying new business opportunities.
- 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.
- 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.
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