Conseiller, Soutien aux ventes et au développement des affaires

Desjardins; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

Une entreprise leader dans les services financiers recherche un Consultant En Ventes Régionales. Le candidat idéal sera chargé de vendre des solutions d'investissement tout en développant des relations avec des clients existants et de nouveaux clients. Le poste nécessite une capacité à travailler de manière autonome tout en collaborant avec le Directeur des Ventes Régionales. Les candidats doivent posséder un diplôme universitaire et une expérience en vente dans le secteur financier, ainsi qu'une connaissance approfondie des applications de bureau.

Benefits

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses

Qualifications

• Un minimum de deux ans d'expérience pertinente.
• Expérience en ventes dans le secteur des services financiers.

Responsibilities

• Effectuer des appels de vente proactifs pour identifier les besoins.
• Exécuter le plan d'affaires du territoire en renforçant les relations clients.
• Gérer efficacement les pistes et assurer un suivi opportun.

Skills

Sales experience

Customer Focus

Interpersonal Savvy

Nimble learning

Persuasion

Resilience

Education

Bachelor's degree in a related field

Canadian Securities Course / IFIC

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

CRM Technologies

Job description

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 two years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

Sales experience in the financial services industry

Canadian Securities Course / IFIC

Advance knowledge of business desktop applications Microsoft Word, Excel and Outlook

Available for travel to support territory sales efforts

Available to work Monday to Friday from 10 : 00 AM - 6 : 00 PM and 9 : 00 AM-5 : 00 PM

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning, Persuades, Resilient