Is this role right for you? In this role you will: Supports the Wholesaler by promptly following up on meetings, road shows, events and web casts; Initiates phone contact with clients to begin or expand on existing relationships (20 activity points or calls a day); Keeps an archive of all the relevant information pertaining to the products, policies, procedures and rules for dissemination to the clients; Ensure regional events and road shows are well attended by using outbound call campaigns; Occasionally, some representatives will travel and attend their own individual meetings.

Will be required to attend meetings with the wholesaler at least once a month; Collaborate with the SA to determine priorities and tasks to be completed; Make daily Purchase and Redemption calls to clients in order to identify trends, prospects and first time tickets; Create broadcast emails with pertinent marketing and product information to advisors via ODD filters and share with the sales department; Data Mine using the Diagnostic Selling Process & Populate the CRM system (OOD) with all the information retrieved during phone calls and surveys; Participate in national, regional,



departmental and project group meetings, sharing feedback and information; Assist wholesaler in the segmentation of the client base to define the service levels and to ensure sales from various distribution channels and firms (250-400); Act as a liaison with the Product Manager in order to set up Manager meetings, conferences calls and web casts; Escalate client issues to appropriate department and your wholesaler; and Involved in special projects as required Assist wholesaler in developing a strategic business plan for the year and review it quarterly with the team to increase sales from advisors in our territory; Do you have the skills to enable you to be successful in this role? We would love to work with you if you have: Minimum Bachelors degree in a field such as Commerce, Finance, Business Administration; CSC or IFIC certification; CFP or CIM; Bilingual is an asset Minimum 5+ years of sales experience; and Minimum 5+ years of management experience and managing a territory

📌 Inside Sales Representative, Dynamic (Calgary)
🏢 Scotiabank
📍 Calgary