Strategic Inside Sales Pro – Wealth Management

Scotiabank; Calgary; On-site; CAD 65,000 - 90,000; Full time

Job summary

Dynamic Funds is seeking an experienced Inside Sales Representative to work with the Wholesaler, generating new business and servicing existing clients across Dynamic products. You will drive calls, campaigns and CRM activity to identify opportunities and trends in a fast-moving wealth management environment.

You will support a knowledgeable team, manage a territory, and travel occasionally to meet with clients and attend regional events.

Qualifications

• Bachelor's degree in Commerce, Finance or Business Administration is required.
• CSC or IFIC certification; CFP or CIM is preferred.
• Bilingual ability is an asset.
• Minimum 5+ years of sales experience; and 5+ years of management experience in a territory.

Responsibilities

• Supports the Wholesaler by following up on meetings, road shows, events and web casts.
• Initiates phone contact with clients to develop relationships (20 calls/day).
• Maintains an archive of product policies and client information.
• Conducts outbound calls to drive attendance at regional events and road shows.
• Collaborates with the SA to set priorities and complete tasks.
• Makes daily Purchase and Redemption calls to identify trends and opportunities.
• Creates broadcast emails with marketing and product information for advisors.

Skills

Sales experience

Leadership

Bilingual

Education

Bachelor's degree in Commerce/Finance/Business Administration

Tools

CRM (OOD)

Job description

Dynamic Funds is seeking an experienced Inside Sales Representative to work with the Wholesaler, generating new business and servicing existing clients across Dynamic products. You will drive calls, campaigns and CRM activity to identify opportunities and trends in a fast-moving wealth management environment.

You will support a knowledgeable team, manage a territory, and travel occasionally to meet with clients and attend regional events.