Bilingual Inside Sales Associate

Portland Investment Counsel Inc. (a wholly owned subsidiary of the global conglomerate Portland Holdings) is an asset management firm providing a differentiated approach to servicing the needs of the affluent investor.

We invite you to become part of this fast-paced, dynamic and strongly entrepreneurial environment which will provide you with challenges and opportunities leading to professional growth and personal development. We offer competitive compensation including an excellent group health benefit plan, RSP matching, training and development reimbursement, social and wellness events and the opportunity to be part of a very successful organization.

**Scope**

The Regional Inside Sales Associate is responsible for responding to inbound calls, initiate outbound calls while continuously communicating Portland’s investment philosophy and mission.

Our mission is to provide all wealth-seeking clients, institutions, and advisors with access to unique opportunities to co-invest with Portland Holdings in high quality private and alternative investments typically reserved for the affluent and institutional investor.

**Essential Functions**:
Reporting to the Regional Vice President (RVP), Sales and as part of a dedicated sales support team, to respond to inbound calls and initiate outbound calls on a daily basis to financial advisors, family offices, institutions, endowments and brokers to:

- Thank them for their support and look for further sales opportunities;
- Prospect and identify potential supporters;
- Identify and book meetings for RVP, Sales when prospective leads or opportunities are uncovered;
- Follow up after RVP meetings to keep Portland Investment Counsel Inc.’s (“PIC”) products and sales ideas top of mind;
- Follow up on new sales and redemptions;
- Provide ongoing service and support including the follow up of Client Services leads and referrals;
- Promote PIC events and corporate initiatives
- Respond to Advisor inquiries.

Provide ongoing support and follow up including:

- Marketing material orders;
- Input sales call notes into the database CRM system;
- Co-op requests;
- Coordinate research requests;
- Prepare portfolio and fund recommendations;
- Request for outstanding documentation.

Planning:

- Use software tools to plan daily and weekly call lists;
- Brainstorm and coordinate sales ideas with other team members;
- Liaise with RVP to provide update on daily territory activities;
- Research and review PIC marketing and support materials;
- Work with team members to set-up and manage CRM software.

**Competencies**:

- **Achievement Orientation** - A concern for working well or for surpassing a standard of excellence
- **Commitment to Continuous Learning** - Taking action to continuously learn in order to improve individual professionalism and effectiveness within the organisation
- **Organizational Commitment** - The ability and willingness to align one’s own behavior with the needs, priorities, and goals of the organization
- **Relationship Building** - The ability to build, maintain and manage ethical relationships, networks or contacts with people who are helpful in achieving work-related goals
- **Self-Confidence** - A belief in one’s own capability to accomplish a task and select an effective approach to a task or problem
- **Teamwork and Cooperation** -Works cooperatively with others, to be part of a team, to work together, as opposed to working separately or competitively.

**Education**:

- Bachelors Degree/College Diploma required
- Canadian Securities Course required
- Bilingualism would be considered an asset

**Work Experience**:

- Minimum 2 years of experience working within sales, inside sales or telephone sales environment.
- Previous experience working within the financial services industry.

**We thank all applicants in advance, however, only those individuals selected for** **an interview will be contacted.**

Work remotely
- Temporarily due to COVID-19

**Job Types**: Full-time, Permanent

**Salary**: $45,000.00-$60,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care
- Wellness program

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

Supplemental pay types:

- Bonus pay
- Commission pay

Work Location: Remote