Permanent Full Time
We are looking for a Bilingual Regional Sales Associate.
Our organization is strong, and we're getting stronger. Our Inside Sales team supports our industry leading Wealth businesses. On this team you will connect with some of the most entrepreneurial, spirited, energetic people who will help you become an expert in your craft.
As a Regional Sales Associate (Wealth), you will support the sales team by providing activity management and case support to ensure the right follow up and coordination through the sales process are met and allow the sales team to focus on generating new sales and growing the advisor base. You will also be part of supporting the implementation of multiple territory business plans.
What you will do:
Work closely with the outside wholesaler (Regional Sales Manager) and inside wholesaler (Regional Sales Representative)
Managing activity for the territory
Clearing the path & support on wholesale opportunities by sorting, prioritizing and responding to incoming advisor inquiries and follow up with key contacts to maintain advisor confidence in sales process
Reporting on Salesforce opportunities, segmentation & activity management and in COGNOS reporting on sales results
Preparing for special events and campaigns
Implementing operational and sales support tactics
Facilitating weekly team meetings with a prepared agenda to elicit collaboration and efficiency within territory
Ensuring data integrity by inputting and maintaining advisor related information in CRM database, Salesforce, as changes are required
Providing general administrative support
Participate and attend sales conferences and meetings
We are looking for individuals who:
Bilingualism (fluent in French and English) required, as the position will regularly serve our clients with English and French-speaking need
Are growth oriented, self-starters, problem solvers, active listeners, and passionate about wealth management/investing, the markets, finding solutions, and working with people
Completed post-secondary education, Commerce (or related) degree
Are completing, completed, or are strongly motivated to complete their CSC/IFIC certification
Have experience in sales or hospitality industries, or any experience which requires strong communication skills and is client-facing
Are focused on and are interested in building strong, collaborative relationships
Have strong organizational skills, ability to prioritize, and meet deadlines
Are goal oriented and are passionate about learning how various sales processes can provide a clear path for the sales team to drive sales results
The base salary for this position is between
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