Regional Sales Consultant, Inside sales
1 month ago
As a Regional Sales Consultant, Inside sales, you utilize strong knowledge of financial services industry, Desjardins Investments products and services to proactively sell and support the Investment Advisor community within the assigned territory(ies). The key responsibility is to enhance and cultivate new sales while focused on retaining AUM. In partnership with the Regional Sales Director, design and implement territory business plans to reach and surpass sales and activity targets. Utilize strong knowledge of financial services industry, Desjardins Investments products and services to proactively sell and support the Investment Advisor community within the assigned territory(ies). The key responsibility is to enhance and cultivate new sales while focused on retaining AUM. In partnership with the Regional Sales Director, design and implement territory business plans to reach and surpass sales and activity targets. You help build and maintain business relationships with members and clients. You drive results by reviewing complex requests and helping promote and sell products and services based on client needs and your unit’s business objectives and strategies. More specifically, you will be required to :
Conduct proactive outbound sales calls following a consultative sales approach to identify needs, problems or opportunities in order to position the right investment solution and deliver strong telephone sales presentations
Execute territory business plan focusing on deepening relationships with actual clients and engaging in prospecting calls to expend the reach of Desjardins Investments
Meet minimum telephone contact standards and booked meeting standards
Demonstrate effective management and prioritization of leads, timely RSD meeting follow-up and case work (illustrations, proposals and portfolio optimization)
Support featured sales campaigns by incorporating them into business plans and modifying activities as needed
Utilize provided sales tools including technology (CRM, Perform, track and analyze the effectiveness/impact of targeted sales campaigns using EXCEL, Hypothetical Illustration Tools, financial calculators and WebEx presentations)
Partner with Regional Sales Director through effective and ongoing communication and territory planning
Follow lead of RSD with critical exposure to success outcomes of assigned territory.
Work under general direction; and participate in determining objectives of assignment (work is reviewed for adequacy in meeting objectives.)
What we offer*
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
*
What you bring to the table
Bachelor’s degree in a related field
A minimum of one year relevant sales experience in the financial services industry
Please note that other combinations of qualifications and relevant experience may be considered
Canadian Securities Course/ IFIC
Working knowledge of business desktop applications (i.e. Microsoft Word, Excel and Outlook
Available to travel to support territory sales efforts
Available to work Monday-Friday from 10:00 am to 6:00 pm
Business insight, Communicates effectively, Drive results, Ensures accountability, Interpersonal Savvy#LI-Hybrid
Trade Union
Non Syndiqué-
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