Crossover

Business Development Rep

• Collaborate with the Regional Vice-President & Regional Sales Manager to increase sales and market share of AGF products, by conducting proactive outbound sales calls with new and existing clients
• Proactively, or when requested, provide support to dealers and brokers on the market and fund performance and management strategies
• Support the Regional VP Sales and Regional Sales Manager by providing clients and prospective clients with product information and materials as required
• Participate in AGF branch visits, client seminars, branch presentations, road shows, conferences, and industry events
• Conduct regional market research on organizations and people to identify emerging needs and new sales opportunities
• Monitor sales activity within the territory to identify trends and provide suggestions to clients in order to retain assets
• Establish and maintain strong internal and external relationships to allow for the identification, optimization, and realization of sales
• Support the building of sales and client relationships through the booking of client meetings primarily for the Regional Vice-President Sales and for the Regional Sales Manager
• Effectively utilize provided sales tools including technology (CRM, Leads Module) to best achieve required business results
• Keep abreast of changes in the market and incorporate that knowledge into conversations with advisors
• Stay current with competition and effectively communicate advantages and opportunities when presented with competitive situations
• Maintain up to date client information in the CRM database
• Ensure compliance and governance procedures are adhered to with respect to expense management and other regulated aspects of the job

Business Development Manager – Retail Distribution