Inside Sales

Job Purpose:

  • Drives sales results for designated ETF products through non-affiliated or third-party intermediaries channels.

Your Responsibilities:

  • Organizes and arranges regular calls and presentations, which are conducted either independently or in conjunction with portfolio managers to promote new strategies.
  • Works with smaller clients, prospects, territories, issues and relationships.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Builds effective relationships with internal/external stakeholders.
  • Ensures alignment between stakeholders.
  • Develops, maintains and executes a business plan, including sales strategies, to achieve sales objectives and acquire new clients.
  • Participates in industry and intermediary events to grow presence in the marketplace.
  • Provides input to product development and marketing to grow the overall business.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Demonstrates effective and timely use of the customer relationship management system and expense reporting system.
  • Adheres to all compliance, regulatory, and legal guidelines.
  • Focus may be on a business/group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as needed.

Skills and Qualifications:

  • Typically between 3 – 5 years of phone and investment sales experiences and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Understanding of intermediary sales and the ETF market.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills – In-depth.
  • Collaboration & team skills – In-depth.
  • Analytical and problem solving skills – In-depth.
  • Influence skills – In-depth.
  • Bilingual (French and English).

Source: for more information click here.

More Information

  • Experience 3-5 Years
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Company Information
  • Specialism ETF Funds
  • Address First Canadian Place 100 King Street Toronto, ON M5X 1A1 Canada
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