Senior Territory Development Manager

2 weeks ago

Ottawa, Ontario, Canada Scotiabank Full time
Job Description

This role is focused on driving sales growth and developing new business opportunities within a defined territory.

About the Role
  • Manage a defined territory to generate sales and develop new business through effective relationship-building, product knowledge, and interpersonal skills.
  • Establish long-lasting relationships with existing clients, prospect for new ones, and use CRM systems to track interactions and identify opportunities.
  • Schedule and host events, roadshows, and manager meetings to promote company products and services.
  • Develop a strategic business plan for the year, reviewing it quarterly with the team to increase sales from advisors within the territory.
  • Segment the client base to define service levels and ensure sales from various distribution channels and firms.
  • Maintain and service client relationships using territory rotations to increase sales and diversify product usage.
  • Make daily calls to clients who purchase or redeem above set targets and submit expenses within budget guidelines.
  • Data mine using the Diagnostic Selling Process and populate the CRM system with information retrieved during meetings.
  • Respond to client inquiries and follow up on leads from the sales associate.
  • Generate and develop new business relationships, mentoring the sales associate through coaching and feedback.
  • Present to advisors on new products, business building ideas, and tax-planning strategies.
  • Work extensively in a team environment to meet and/or exceed company sales objectives.
Requirements
  • Minimum bachelor's degree in a field such as commerce, finance, or business administration.
  • Bilingual (FRE/ENG) language proficiency required.
  • Record of progression into roles with increasing responsibility within the financial services industry.
  • Minimum 5+ years of sales experience and 5+ years of territory management experience.
  • CSC and/or IFIC certification preferred.
  • Excellent public speaking and presentation skills, with ability to keep up-to-date on industry trends.
  • Pro-active, self-starter with strong initiative-taking abilities.
  • Ability to travel extensively.
Compensation and Benefits

The estimated salary range for this role is $80,000 - $120,000 per annum, depending on experience. In addition to competitive compensation, Scotiabank offers a comprehensive benefits package, including medical, dental, and vision coverage, as well as retirement savings options and professional development opportunities.

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