Junior Inside Sales

ICM Asset Management Inc.; Calgary; Hybrid; CAD 42,000 - 65,000; Full time

Benefits offered by this job

Education and growth opportunities

Competitive compensation

Employee group benefit plan

RRSP matching

Onsite gym

Company social and volunteering events

Job summary

ICM Asset Management Inc. in Calgary is seeking a Junior Inside Sales professional to grow relationships with Advisors through outreach and timely follow-up.

You will work with the sales team and wholesalers, respond to inquiries, and coordinate meetings while learning ICM's investment products and processes. The role involves occasional travel and based in Calgary, reporting to the Managing Director, Sales.

Qualifications

• Post-secondary education in business, finance, economics, marketing or related field.
• Experience in customer service, outreach, prospecting, or a sales-focused role including internships or part-time work.

Responsibilities

• Prospect Advisors and follow up on sales inquiries.
• Identify prospective Advisors via outbound outreach by phone and email with the sales team.
• Respond to inbound inquiries, qualify interest, connect Advisors with the sales team.
• Follow up with leads and Advisors to maintain momentum and next steps.
• Support wholesalers with outreach coordination and prioritization.
• Schedule meetings and calls between the sales team and Advisors.
• Track and manage sales pipelines and Advisor inquiries in HubSpot.
• Record outreach, conversations and next steps in HubSpot.
• Provide timely follow-up and build relationships with Advisors and partners.

Skills

Attention to detail

Organizational skills

Written and verbal communication

Multitasking

Independent working

Initiative

Willingness to learn

Professionalism

Education

Post-secondary education in business/finance/economics/marketing

Tools

HubSpot

Job description

ICM Asset Management is an alternative asset manager focused on owning, operating and investing in real assets. We offer retail, private client and institutional Advisors an array of investment opportunities focused on real estate, private debt, and music royalties.

We are seeking a Junior Inside Sales professional to help grow relationships with prospective and existing Advisors through outreach, timely follow-up, and responsive service.

Based in Calgary and reporting to the Managing Director, Sales, this role works closely with the sales team and wholesalers to identify prospects, respond to incoming interest, arrange conversations, and keep sales activity current in HubSpot. It is an opportunity for someone early in or changing their career to learn ICM's investment products and build a career in investment sales. The role requires occasional travel to support sales activity.

Responsibilities

• Advisor Prospecting and Sales Follow-up
• Research and identify prospective Advisors and initiate outbound outreach by phone and email in coordination with the sales team.
• Respond to inbound sales inquiries, qualify interest, and connect Advisors with the appropriate member of the sales team.
• Follow up with leads and prospective Advisors after calls, meetings, and events to maintain momentum and identify next steps.
• Support wholesalers with prospect and Advisor follow-up and help coordinate outreach priorities.
• Schedule meetings and calls between the sales team and prospective or current Advisors
• Track and manage sales pipelines and Advisor inquiries using CRM systems such as HubSpot
• Record outreach, conversations, relationship details, and next steps accurately in HubSpot.
• Advisor Service and Product Knowledge
• Respond to Advisor inquiries regarding investment products, documentation, and account status
• Learn ICM's products, investment materials, and sales processes to communicate accurately with Advisors and refer complex product or suitability questions to the appropriate team member.
• Provide timely, professional follow-up and build positive relationships with Advisors and internal sales partners.
• Generate and distribute internal reports related to sales activity, pipeline updates, and capital raises
• Assist with compliance tracking, due diligence requests, and audit support
• Support coordination of Advisor events, webinars, and roadshows

Qualifications:

Required:

• Strong working knowledge of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Excellent attention to detail and organizational skills
• Strong written and verbal communication skills
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• High degree of initiative and ability to work independently with minimal supervision
• Interest in investment sales and a willingness to learn about ICM's products and the Advisor market
• Comfort initiating professional conversations by phone and email and following up consistently
• Ability to build rapport, listen to Advisor needs, and communicate clearly without overstating product information
• Professionalism and discretion when working with confidential information
• A proactive mindset and willingness to learn

Preferred / Nice to Have:

• Exposure to investment management, real estate, or financial services
• Experience using CRM tools
• Prior experience supporting a sales or client service team
• Post-secondary education in business, finance, economics, marketing, or a related field; recent graduates are welcome to apply
• Experience in customer service, outreach, prospecting, or a sales-focused role, including internships or part-time work
• Familiarity with HubSpot or a similar CRM, or a demonstrated ability to learn new systems quickly

ICM Offers:

• A culture focused on hard work, professionalism, performance and client service.
• Education and growth opportunities
• Competitive compensation
• Employee group benefit plan
• RRSP matching
• Onsite gym
• Participation in a wide array of company social and volunteering events

About ICM:

Our success hinges on delivering outstanding Advisor results using innovative strategies and elevate our clients' experience through collaboration and exceptional service. Our adherence to these principles has allowed ICM to generate exceptional investment returns for our clients and a strong track record of achieving our goals.

Today, we manage more than $2.0 billion of assets across numerous investment vehicles and advisory relationships and have considerable experience in originating, structuring and financing investment transactions and managing risk in alternative assets. Our team has grown substantially and is made up of investment and operating professionals with extensive experience, collectively having acquired and/or managed over $7 billion of assets globally.