Inside Wholesaler

2 weeks ago


Calgary, Canada Accelerate Financial Technologies Inc. Full time

_**The Role**_
- Arrange one-on-one or group meetings with prospects to showcase Accelerate’s alternative investment solutions
- Generate and develop new business relationships over the phone and in-person
- Work with the marketing and investment team to effectively communicate fund objectives and performance
- Execution of a repeatable and measurable sales process
- Improve and develop product knowledge
- Populate the CRM system with information gathered during meetings and new leads for future business
- Work effectively with existing client solutions team to meet/exceed Accelerate’s sales objectives
- **Requirements**_
- 1+ years of investment sales experience
- Advanced expertise in MS Office (Word, Excel, PowerPoint)
- Demonstrated time management skills
- University degree in Business Administration
- CSC, CFP, CIM, CPH or CFA an asset
- Experience using HubSpot an asset
- Strong communication skills
- Ability to thrive in a high energy, process-driven sales environment
- Creative and ambitious
- Team oriented
- **Location**_
- Currently located in Calgary
- In-Office role

Pay: $60,000.00-$75,000.00 per year

Additional pay:

- Bonus pay

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Calgary, AB: reliably commute or plan to relocate before starting work (required)

**Education**:

- Bachelor's Degree (preferred)

Work Location: In person

Application deadline: 2024-12-10



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