Business Development Manager

AGF Investments; Vancouver; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services firm in Vancouver seeks a Sales Coordinator to enhance client relationships and drive sales. The ideal candidate should possess a Bachelor's degree in finance and strong sales experience. Responsibilities include proactive outreach and collaboration with management. This is a full-time role offering the chance to impact customer satisfaction positively.

Qualifications

• Strong communication skills both written and verbal.
• Self-motivated and ability to be a great team player.
• Strong organizational skills.

Responsibilities

• Build strong and lasting business relationships with clients.
• Conduct proactive outbound sales calls with new and existing clients.
• Support the Regional VP Sales and Regional Sales Manager in client meetings.

Skills

Business Development

Sales Experience

B2B Sales

Cold Calling

Account Management

Negotiation

Education

Bachelor's degree in finance or related field

Tools

Microsoft Office

CRM Software

Job description

About the Team :

The Retail Sales Department is responsible for servicing our clients by providing value add solutions and an exceptional client experience. The team values innovation leadership and personal commitment. Our growth and success are the direct result of our employees commitment and dedication and our disciplined approach to investing.

About the Role :

You will build strong and lasting business relationships with our clients by identifying selling and cross-selling opportunities and measuring client satisfaction.

You are a great team player and an energetic motivated and articulate sales professional. You are passionate about markets and excited to make an impact on AGF’s overall customer satisfaction. If this reflects you and your experience join us and you will have the opportunity to build an exciting and evolving career.

Your Responsibilities :

Collaborate with the Regional Vice-President & Regional Sales Manager to increase sales and market share of AGF products by conducting proactive outbound sales calls with new and existing clients

Proactively or when requested provide support to dealers and brokers on the market and fund performance and management strategies portfolio manager philosophies / styles / processes as well as portfolio profiles value added programs products and company updates and industry trends

Support the Regional VP Sales and Regional Sales Manager by providing clients and prospective clients with product information and materials as required

Participate in AGF branch visits client seminars branch presentations road shows conferences and industry events

Conduct regional market research on organizations and people to identify emerging needs and new sales opportunities sharing same with team members

Monitor sales activity within the territory to identify trends and provide suggestions to clients in order to retain assets

Establish and maintain strong internal and external relationships to allow for the identification optimization and realization of sales

Support the building of sales and client relationships through the booking of client meetings primarily for the Regional Vice-President Sales and for the Regional Sales Manager as required

Effectively utilize provided sales tools including technology (CRM Leads Module) to best achieve required business results

Keep abreast of changes in the market and incorporate that knowledge into conversations with advisors. Stay current with competition and effectively communicate advantages and opportunities when presented with competitive situations.

Maintain up to date client information in the CRM database

Ensure compliance and governance procedures are adhered to with respect to expense management and other regulated aspects of the job

Provide effective product and sales support to cultivate relationships and drive sales

As required and approved by the Retail Vice-President Sales and District Vice-President participate in and / or lead client visits

Your Qualifications :

Bachelors degree in finance or related field

Strong asset to have financial industry experience preferably as a Sales Coordinator or Business Development Manager

Knowledge of a strong asset

Strong computer and phone skills including Microsoft Office (word excel power point)

Developed presentation skills and telephone skills

Ability create and maintain client relationships

Strong communication skills both written and verbal

Strong organizational skills

Excellent interpersonal judgment & decision-making skills

Self-motivated and ability to be a great team player

Additional Strengths you may bring to the role :

Successful completion of IFIC and CSC or equivalent

Thorough knowledge of the securities industry and particularly of the stock and bond markets and how they relate to mutual funds

No unsolicited agency referrals please.

AGF is an equal opportunity employer committed to fostering an inclusive and accessible workplace. We welcome and encourage applications from individuals of all backgrounds including women Indigenous peoples racialized persons persons with disabilities and members of the 2SLGBTQIA community.

We do not discriminate on the basis of race national or ethnic origin colour religion age sex sexual orientation gender identity or expression marital status family status disability or any other status protected by applicable legislation.

We are committed to providing reasonable accommodations for applicants with disabilities throughout the recruitment process. If you require accommodation at any stage of the application or hiring process please contact us at so that appropriate arrangements can be made.

R11144

Required Experience :

Manager

Key Skills

Business Development,Sales Experience,B2B Sales,Marketing,Cold Calling,Account Management,Territory Management,Salesforce,Affiliate Marketing,CRM Software,negotiation,Lead Generation

Employment Type : Full-Time

Experience : years

Vacancy : 1