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).