Inside Sales Associate

**Caldwell Investment Management (“CIM”) is a wholly owned subsidiary of Caldwell Financial Ltd. and is a member of the Caldwell group of companies (“Caldwell”). Established in 1980, Caldwell provides full-service investment management, advisory and custodial services to individual and institutional investors.**

**CIM is a growing firm and employs bottom-up investment processes to manage differentiated, high active share portfolios.**

**About the job**

**Key Responsibilities**:
As an Inside Sales Associate you will:

- Conduct pro-active calls and sales campaigns to promote Caldwell Investment Management products to investment advisors in IIROC and other channels.
- Source, evaluate and connect with Investment Advisors by utilizing cold call techniques.
- Maintain in-depth knowledge of Caldwell products and initiatives.
- Answer existing and potential advisor/client questions and send additional information, as required.
- Assist in the development of literature for promoting products.
- Work closely and collaboratively with the Sales and Marketing teams to organize campaigns and events for Investment Advisors.
- Update call/meeting activities and maintain accurate advisor records within our Zoho Client Relationship Management system on a timely basis.

**Education and Experience**:

- New university business graduate or 1-3 years of related financial services inside sales experience
- Preferably an Undergraduate or Master degree in Business, Finance or Commerce
- Strong track record of academic achievement

**Qualifications and Competencies**:

- Exceptional interpersonal and sales skills
- A positive and flexible attitude
- Good organization skills and ability to set priorities, and meet deadlines
- Proficient with Microsoft office, including Excel and PowerPoint
- Strong team player skills
- Outstanding relationship building skills
- The ability to partner with the business to achieve firm and team goals
- Strong written and verbal communication skills
- The ability to proactively identify issues and recommend solutions
- A good work ethic
- An entrepreneurial spirit

**What We Offer**:

- A comprehensive total rewards program including competitive base pay, bonus opportunities and group benefits
- Compensation that varies based on skills and demonstrated experience of the applicant
- A progressive and high-performing team environment
- Ongoing mentoring and coaching

**Our Workplace**:
Join Caldwell and be part of our highly engaged and growing team, where employees:
(i) are given the opportunity to reach their full potential,
(ii) consistently deliver high-quality client experiences; and
(iii) produce significant results.

Caldwell is practicing “physical distancing measures” related to COVID-19, _with staff required to work full time at Head Office._
- __________________
- Caldwell is an equal opportunity employer._
- As an essential business, Caldwell is practicing “physical distancing measures” and PPE related to COVID-19, with required staff working on premises. _
- Caldwell Investment Ltd. is committed to the principles of employment equity and diversity. We are dedicated to removing barriers in the recruitment and selection processes. We encourage members of equity seeking groups, including people with disabilities, to apply. Should you require accommodation, we will take into account your accessibility requirements. If we call you for an interview or any selection process, please notify us about your accommodation needs. We thank all applicants; however, only those selected for an interview will be contacted._

**_ No telephone inquiries please._