Drive investment lending success as a dedicated Sales Consultant in a hybrid role. Engage with Financial Advisors to promote specialized lending products and enhance their business growth through strategic partnerships.
This position focuses on developing and expanding relationships within a designated territory. You will engage daily with mass market/mass affluent Financial Advisors, providing education on investment lending products and strategies. You'll utilize Salesforce and innovative technologies to integrate solutions, ensuring Advisors successfully leverage investment options.
Key Responsibilities:
• Conduct 40 calls daily to educate Financial Advisors • Drive sales through personalized meetings and trainings • Collaborate with Advisors to review applications • Develop quarterly business plans for territory strategy • Create marketing campaigns to enhance investment lending visibility
Requirements: • Minimum 2 years of client base growth experience • Solid communication and relationship-building skills • Knowledge of banking, investment, and insurance preferred • Proficiency in Microsoft Office and Salesforce • Fluency in English and Mandarin required
Leverage your sales expertise to elevate investment lending and foster meaningful professional relationships. #J-18808-Ljbffr
Apply on Kit Job: kitjob.ca/job/2g9gzm
📌 Investment Lending Sales Consultant (Vancouver)
🏢 Société Financière Manuvie
📍 Vancouver
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