Investment Product Specialist at Marsh (Winnipeg)

Investment Product Specialist at Marsh (Winnipeg)

16 Sep
|
CIM
|
Winnipeg

16 Sep

CIM

Winnipeg

Elevate your career as an Investment Product Specialist with Marsh in Toronto. This hybrid role offers sales support for US and Canadian clients, transitioning to a quota-carrying position within six months.

Join Marsh's Investments and Retirement business team to support analytics, research, and tools for clients while collaborating with colleagues. This position emphasizes client onboarding, CRM management, and extensive product demonstrations. You will engage in high-activity outreach, identify current sales opportunities, and contribute to tool development across the region.

Key Responsibilities:



• Provide sales support for Canadian and US MAPs clients • Transition into a quota-carrying role post-training • Assist with MercerInsight tutorials and client onboarding • Populate CRM with sales activity and pipeline • Collaborate with sales teams to prepare client contracts

Requirements: • BA/BS degree in relevant field required • 5-7 years in investments or financial services • Expertise in traditional and alternative investments • Proficient in MS Office and presentation tools • French speaking is a plus

Leverage your investment knowledge and join a team that values professional growth at Marsh. #J-18808-Ljbffr

📌 Investment Product Specialist at Marsh (Winnipeg)
🏢 CIM
📍 Winnipeg

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