Inside Sales Representative

4 days ago

Vancouver, Canada Scotiabank Full time

**Requisition ID**: 206760

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

**What you will be doing**

The Inside Sales Representative (ISR) works closely with the Wholesaler to generate sales and develop new business along with servicing and managing existing clients about Dynamic products. As a vital member of the sales team, the ISR must be exceedingly knowledgeable in company and competitor products and policies, industry changes, market conditions, and client business practices. The ISR uses daily phone contact, rather than face to face meetings, to build relationships and increase sales. The ISR must also work closely with the SA, including them in the work of the team.

**Is this role right for you? In this role you will**:

- Supports the Wholesaler by promptly following up on meetings, road shows, events and web casts;
- Initiates phone contact with clients to begin or expand on existing relationships (20 activity points or calls a day);
- Keeps an archive of all the relevant information pertaining to the products, policies, procedures and rules for dissemination to the clients;
- Ensure regional events and road shows are well attended by using outbound call campaigns;
- Occasionally, some representatives will travel and attend their own individual meetings. Will be required to attend meetings with the wholesaler at least once a month;
- Collaborate with the SA to determine priorities and tasks to be completed;
- Make daily Purchase and Redemption calls to clients in order to identify trends, prospects and first time tickets;
- Data Mine using the Diagnostic Selling Process & Populate the CRM system (OOD) with all the information retrieved during phone calls and surveys;
- Participate in national, regional, departmental and project group meetings, sharing feedback and information;
- Assist wholesaler in the segmentation of the client base to define the service levels and to ensure sales from various distribution channels and firms (250-400);
- Act as a liaison with the Product Manager in order to set up Manager meetings, conferences calls and web casts;
- Escalate client issues to appropriate department and your wholesaler; and
- Involved in special projects as required
- Assist wholesaler in developing a strategic business plan for the year and review it quarterly with the team to increase sales from advisors in our territory;

**Do you have the skills to enable you to be successful in this role? We would love to work with you if you have**:

- Minimum Bachelors degree in a field such as Commerce, Finance, Business Administration;
- CSC or IFIC certification; CFP or CIM;
- Bilingual is an asset
- Minimum 5+ years of sales experience; and
- Minimum 5+ years of management experience and managing a territory

Location(s): Canada : British Columbia : Vancouver || Canada : Alberta : Calgary

  • Inside Sales Representative

    1 week ago

    Vancouver, Canada STEM MONTESSORI ACADEMY OF CANADA Full time

    **Our Company: Something About Us!** STEM Montessori Academy Canada (STEM CANADA) is a federal not for profit program currently operating in facilities across Canada. Our mission and focus is to help each child achieve academic excellence, master self-learning skills, and develop equal character while fostering self-discipline, critical thinking, and...

  • Inside Sales Representative

    1 week ago

    Vancouver, Canada Uline Full time

    **Inside Sales Representative** **Pay from $30 to $35 per hour with significant growth and earning potential!** **Vancouver Sales Office** **8255 North Fraser Way #109, Burnaby, BC V3N 0B9** Do you enjoy building connections and helping customers find solutions? As an Inside Sales Representative, you’ll engage with clients, understand their needs and...

  • Inside Sales Representative

    1 week ago

    Vancouver, Canada St. John Ambulance Full time

    **Who We Are** St. John Ambulance British Columbia & Yukon (SJA BCY) is a not-for-profit mission-led enterprise committed to _empowering safer communities through first aid leadership_. SJA BCY is part of the federated St. John Ambulance organization in Canada, which is represented from coast to coast. We are privileged to be part of an organization with...

  • Inside Sales Representative

    2 weeks ago

    Vancouver, Canada Investing News Network Full time

    **Inside Sales Representative** Province/State: Ontario or BC City: Downtown Toronto or Vancouver Career Level: Mid Level Reports To : Sales Director The Investing News Network® (INN) is an internet publisher that has been steadily growing since 2008 with the mission to educate investors and connect them with opportunity. If you are enthusiastic about...

  • Inside Sales Representative

    2 days ago

    Vancouver, British Columbia, Canada Electro-Federation Canada Full time

    Inside Sales RepresentativeKM Roberts & Associates – Location: Surrey, BCType: Full-TimeAre you passionate about delivering exceptional customer service and eager to grow your career in sales?KM Roberts & Associates is seeking a motivated and personable Inside Sales Representative to join our dynamic team. We're a respected manufacturer's representative...

  • Inside Phone Sales Representative

    4 days ago

    Vancouver, Canada Ecotrend Ecologics Ltd. Full time

    We are seeking a motivated Inside Phone Sales Representative to join our team. As an Inside Phone Sales Representative, you will promote and sell natural health products to natural health stores, naturopathic doctors and pharmacists. You'll support our sales efforts by building strong relationships with our customers and vendors. The Inside Phone Sales...

  • Inside Sales Representative

    2 weeks ago

    Vancouver, Canada P.J. White Hardwoods Full time

    P.J. White Hardwoods, a division of Richelieu Hardware Canada Ltd., is a leading and rapidly growing distributor in the wholesale building industry, with branches in BC and Alberta. With an extensive product line, PJ White Hardwoods has a diverse customer group consisting of millworkers, furniture & kitchen manufacturers, retailers and contractors. Our...

  • Inside Sales Representative

    2 weeks ago

    Vancouver, Canada P.J. White Hardwoods Full time

    P.J. White Hardwoods, a division of Richelieu Hardware Canada Ltd., is a leading and rapidly growing distributor in the wholesale building industry, with branches in BC and Alberta. With an extensive product line, PJ White Hardwoods has a diverse customer group consisting of millworkers, furniture & kitchen manufacturers, retailers and contractors. Our...

  • Remote Inside Sales Representative

    5 days ago

    Vancouver, Canada ForgeFit Full time

    Job Title: Remote Inside Sales Representative   Company: ForgeFit  Location: Remote  Employment Type: Full-Time  About ForgeFit  ForgeFit supplies cutting-edge fitness equipment to gyms and fitness centers nationwide. We’re not just another distributor, we’re a trusted partner in helping fitness facilities grow stronger, perform better, and stay...

  • Inside Sales Representative

    4 days ago

    North Vancouver, Canada Westburne Full time

    Westburne is much more than electrical products. We are Canada’s market leader in energy solutions, renewables, lighting, wire & cable, automation and connected network solutions. We have access to the best partners in the industry and we go above and beyond to help our customers and partners grow. To learn more about Westburne, please visit us...