Elevate your sales career with Dynamic Funds as an Inside Sales Representative in Toronto. This role emphasizes client relationship building and requires strong sales expertise.
In this pivotal role, you'll collaborate with the Wholesaler to enhance sales and cultivate existing client relationships. Your day-to-day duties will involve generating new business through phone outreach, managing client inquiries regarding Dynamic products, and keeping up-to-date with market dynamics. As a vital team member, you’ll utilize your knowledge of investment products and sales techniques to drive results.
Key Responsibilities:
• Follow up promptly on meetings and events
• Initiate and expand client relationships with 20 daily calls
• Archive product and policy information for clients
• Drive attendance at regional events via outbound campaigns
• Collaborate with Sales Assistant to prioritize tasks
Requirements:
• Bachelor's degree in Commerce, Finance, or Business
• CSC or IFIC certification; CFP or CIM preferred
• Bilingual proficiency is a bonus
• Minimum 5 years of sales experience
• Proven management experience with territory oversight
Utilize your sales acumen and strategic thinking to thrive as an Inside Sales Representative at Energetic Funds.
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📌 Inside Sales Representative at Dynamic Funds (British Columbia)
🏢 Scotiabank
📍 British Columbia
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