Sales Representative

3 weeks ago

Winnipeg, Manitoba, Canada National Bank Full time

We are seeking a highly motivated and enthusiastic Sales Representative to join our Wealth Management team in Winnipeg, Manitoba.

About the Role

In this role, you will play a crucial part in reaching out to potential clients, promoting our financial services, and scheduling consultations for our advisors. You will be instrumental in expanding our client base and supporting our growth initiatives.

Key Responsibilities:

  • Conduct high-quality outbound calls to potential clients to introduce our wealth management services and assess their financial needs.
  • Identify and qualify leads based on predefined criteria and maintain accurate records in our CRM system.
  • Schedule appointments for our financial advisors with qualified prospects, ensuring all relevant information is communicated clearly.
  • Follow a structured script while maintaining a personable approach to engage prospects and handle objections effectively.
  • Stay informed about industry trends and market conditions to effectively communicate the benefits of our services.
  • Provide regular feedback and reports on call outcomes, lead quality, and appointment metrics to the management team.
Requirements

To succeed in this role, you will need:

  • A high school diploma or vocational diploma.
  • Strong verbal communication skills.
  • The ability to work in a team.
Benefits

In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

These benefits include:

  • A health and wellness program, including many options.
  • Flexible group insurance.
  • A generous pension plan.
  • An Employee Share Ownership Plan.
  • An Employee and Family Assistance Program.
  • Preferential banking services.
  • Opportunities to get involved in community initiatives.
  • Telemedicine service.
  • A virtual sleep clinic.
About Us

We are a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.

We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us.

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