Regional sales director, Wholesaler (Montreal)

Regional sales director, Wholesaler (Montreal)

08 Sep
|
Desjardins
|
Montreal

08 Sep

Desjardins

Montreal

As Regional Sales Manager - Wholesaler, you have a solid knowledge of the financial services industry and Desjardins Investments products and services to proactively sell and support the investment advisor community in the assigned territory. You are responsible for generating new sales, while focusing on maintaining assets under management. In partnership with the Regional Sales Consultant, you design and implement the territory's executive plan to meet and exceed sales and business objectives.

Conduct proactive one-on-one sales meetings using a consultative sales approach to identify needs, issues or opportunities to position the rightinvestment solution Consistently meet and exceed minimum activity and sales targets Maintain solid knowledge of Desjardins investment solutions, competition and financial markets Effectively utilize sales tools provided, including technology (CRM, conduct, track and analyze effectiveness/impact of targeted sales campaigns using EXCEL, hypothetical illustration tools, financial calculators and WebEx presentations) Collaborate with the Regional Sales Advisor through effective ongoing. Competitive salary and annual bonus 4 weeks of flexible vacation starting in the first year Defined benefit pension plan that provides predictable,



reliable income throughout retirement Reimbursement of health and wellness expenses and telework equipment Bachelor's degree in a related field A minimum of six years of relevant experience, including five years in sales Knowledge of French is required Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients Working knowledge of applications (Microsoft Word, Excel and Outlook) Available for frequent travel within the Greater Montreal area Action oriented, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Persuades, Strategic mindset Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Life and health insurance (FG)

📌 Regional sales director, Wholesaler (Montreal)
🏢 Desjardins
📍 Montreal

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