Work closely with the outside wholesaler (Regional Sales Manager) and inside wholesaler (Regional Sales Representative)
Managing activity for the territory
Clearing the path & support on wholesale opportunities by sorting, prioritizing and responding to incoming advisor inquiries and follow up with key contacts to maintain advisor confidence in sales process
Reporting on Salesforce opportunities, segmentation & activity management and in COGNOS reporting on sales results
Preparing for special events and campaigns
Implementing operational and sales support tactics
Facilitating weekly team meetings with a prepared agenda to elicit collaboration and efficiency within territory
Ensuring data integrity by inputting and maintaining advisor related information in CRM database, Salesforce, as changes are required
Providing general administrative support
Participate and attend sales conferences and meetings

Requirements

Completed post-secondary education, Commerce (or related) degree
Completing, completed, or are strongly motivated to complete their CSC/IFIC certification
Experience in sales or hospitality industries, or any experience which requires strong communication skills and is client-facing
Focused on and are interested in building strong, collaborative relationships
Strong organizational skills, ability to prioritize, and meet deadlines
Goal oriented and are passionate about learning how various sales processes can provide a clear path for the sales team to drive sales results

Benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

SalesforceCOGNOSCRM database management

Soft Skills

communication skillscollaborative relationshipsorganizational skillsprioritizationgoal orientedpassion for learning

Certifications

CSC certificationIFIC certification