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Regional Sales Coordinator
2 weeks ago
About the Team:
The Retail Sales Department is responsible for servicing our clients by providing value add solutions and an exceptional client experience. The team values innovation, leadership and personal commitment. Our growth and success are the direct result of our employees' commitment and dedication, and our disciplined approach to investing.
The Team is comprised of Regional Vice-Presidents Regional Sales Managers (Wholesalers), Business Development Managers (Inside Wholesalers), and Regional Sales Coordinators.
About the Role:
Our Retail Distribution Sales Team has an outstanding career opportunity for you on our Toronto team. Reporting to the Director, Business Development you will provide administrative support to the sales team and build strong and lasting relationships.
You are a great team player, and an energetic, motivated and articulate individual. You are passionate about financial markets and excited to make an impact on AGF’s overall customer satisfaction. If this reflects you and your experience, join us and you will have the opportunity to build an exciting and evolving career.
Your Responsibilities:
- Managing the wholesaler calendar and scheduling regular client meetings for two regions
- Coordinating all aspects of territory events (branch meetings, appreciation and product manager presentations)
- Preparing correspondence, special mailings, client reports and managing continuing education credits for clients
- Ordering all team marketing materials & promotional items
- Maintaining all client related information in AGF’s CRM database
- Facilitating weekly team meetings with a prepared agenda
- Team collaboration on territory sales strategies to increase gross sales
- Booking all travel (air, hotel and transportation) for the sales teams
- Preparing/presenting weekly & monthly internal team reports
- Processing expenses and oversee territory budget
Your Qualifications:
- Related post-secondary education
- Advanced knowledge of MS Word, Outlook and Excel
- Excellent communication skills, both written and verbal
- Professional telephone manner
- Excellent organizational skills and attention to detail
- Ability to work well under pressure
- Ability to take initiative and work both independently and in a team environment
- Ability to learn new systems quickly (ie: CRM system, Concur and Salesforce)
Additional Strengths You May Bring to the Role:
- Willingness to pursue other certifications (ie: CSC, IFIC)
- Knowledge of the Mutual Fund Industry
INDS
No unsolicited agency referrals please.
R10664
