Join Dynamic Funds in Toronto as an Inside Sales Specialist, focusing on client development and sales growth. This role combines strategic relationship building with an emphasis on product knowledge.
As an Inside Sales Specialist, you will support the Wholesaler by engaging with clients primarily through phone communication. Your responsibilities will include nurturing existing relationships and actively pursuing new business opportunities. A deep understanding of industry trends, company products, and sales strategies is essential for success in this role.
Key Responsibilities:
• Follow up on meetings and industry events
• Engage with clients through 20 phone calls daily
• Maintain an archive of product-related information
• Ensure high attendance at roadshows and events
• Partner with Sales Assistant for productive task completion
Requirements:
• Bachelor's degree in relevant field
• CSC or IFIC certification; CFP or CIM beneficial
• Minimum 5+ years in sales
• 5+ years of management experience
• Bilingual candidates are preferred
Leverage your expertise to enhance sales perspectives as a valued Inside Sales Specialist at Dynamic Funds.
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