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Regional Sales Consultant, Inside Sales
Desjardins. Utilize strong knowledge of financial services industry, Desjardins Investments products and services to proactively sell and support the Investment Advisor community within the assigned territory(ies).
About the role
Key responsibilities & impact- Utilize strong knowledge of financial services industry, Desjardins Investments products and services to proactively sell and support the Investment Advisor community within the assigned territory(ies).
- Enhance and cultivate new sales while focused on retaining AUM.
- Design and implement territory business plans to reach and surpass sales and activity targets.
- Conduct proactive outbound sales calls following a consultative sales approach to identify needs, problems or opportunities.
- Position the right investment solution and deliver strong telephone sales presentations.
- Execute territory business plan focusing on deepening relationships with actual clients and engaging in prospecting calls to expand the reach of Desjardins Investments.
- Meet minimum telephone contact standards and booked meeting standards.
- Demonstrate effective management and prioritization of leads, timely RSD meeting follow-up and case work.
- Support featured sales campaigns by incorporating them into business plans and modifying activities as needed.
- Utilize provided sales tools including technology (CRM, Perform, track and analyze the effectiveness/impact of targeted sales campaigns).
Requirements
What you’ll need- College diploma in a related field
- A minimum of two years of relevant experience
- Sales experience in the financial services industry
- Canadian Securities Course/ IFI
- Advance knowledge of business desktop applications Microsoft Word, Excel and Outlook
- Available for travel to support territory sales efforts
- Available to work Monday to Friday from 10:00 AM - 6:00 PM and 9:00 AM-5:00 PM
Benefits
Comp & perks- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
salesconsultative salesterritory business planninglead managementsales presentationsprospectingAUM retentionsales campaign analysisfinancial services knowledgeinvestment solutions
Soft Skills
relationship buildingcommunicationprioritizationproblem-solvingtime management
Certifications
College diplomaCanadian Securities CourseIFI