Description
Elevate your career as an Inside Sales Consultant specializing in financial services. Work closely with senior management to develop relationships and drive brand awareness in wealth management.
This essential role focuses on supporting the Client Relationship Management team. You will enhance relationships with financial advisors and implement sales strategies that promote brand awareness and market share across Canada. Key tasks include conducting sales calls and maintaining detailed records to track progress and engagement through Salesforce.
Key Responsibilities:
• Partner with leadership on sales strategy development
• Conduct relationship-focused sales calls with wealth intermediaries
• Manage scheduling of presentations and client interactions
• Analyze investment options and manage inquiries
• Track call activities and advisor details in Salesforce
Requirements:
• 3-4 years of relevant financial services experience
• College degree or professional ...
This essential role focuses on supporting the Client Relationship Management team. You will enhance relationships with financial advisors and implement sales strategies that promote brand awareness and market share across Canada. Key tasks include conducting sales calls and maintaining detailed records to track progress and engagement through Salesforce.
Key Responsibilities:
• Partner with leadership on sales strategy development
• Conduct relationship-focused sales calls with wealth intermediaries
• Manage scheduling of presentations and client interactions
• Analyze investment options and manage inquiries
• Track call activities and advisor details in Salesforce
Requirements:
• 3-4 years of relevant financial services experience
• College degree or professional ...
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