Inside Sales Associate

As a Regional Associate (Inside Sales) you will proactively identify and qualify Investment Advisors and Financial Planners throughout the CIRO channel for the sale of NBI’s investment solutions. Through sales activities (calls, emails, digital interactions, marketing campaigns etc..) you will increase awareness and recognition of NBI’s investment solutions in the market and graduates high potential, qualified prospects up the segmentation ladder.

Your role

• Make proactive sales and business development phone calls according to activity targets
• Actively participate in the business development of the territory, specifically qualifying and graduating prospects, in order to meet sales objectives/targets
• Create, execute and evaluate ongoing sales campaigns
• Ensure high-quality client service and interactions with new supporters and prospects/leads
• Participate in training sessions to remain an effective resource person in terms of both products and the market in general
• Work as a team with other sales associates and sales managers in order to share ideas and increase overall sales success

Your team 

You will be based in Toronto and working in partnership with Regional Directors (Outside Wholesalers), the Business Development Associate and a Sales Coordinator. Some travel may be required during certain instances (National Sales Meetings, client events etc.). You will be reporting to the Director, Inside Sales.

Prerequisites 

• A Bachelor's degree in Finance or a related field and 3 to 5 years of experience, or a completed Master's degree in a related field and two years of relevant experience
• Successfully completed Investment Funds in Canada (IFC) course OR Canadian Securities Course (CSC) OR or completion required within 6 months of hiring
• Demonstrated ability to be a great prospector/self starter, identify and qualify new leads
• Strong knowledge of financial markets and how investment solutions react accordingly
• Sales experience is a strong asset
• Strong listening and communication skills with the ability to simplify complicated concepts and problems
• Ability to build credibility and rapport with clients over the phone efficiently and effectively