03 Oct
|
iA Financial Group (Industrial Alliance)
|
Toronto
03 Oct
iA Financial Group (Industrial Alliance)
Toronto
Are you ready to take your sales career to the next level? Join our close-knit team as an Internal Wholesaler, where you will work to drive sales and build long-lasting relationships within the brokerage and dealer community. Are you ready to take your sales career to the next level?
Join our close-knit team as an Internal Wholesaler, where you will work to drive sales and build long-lasting relationships within the brokerage and dealer community. Reporting to the Vice President, National Inside Sales, the Internal Wholesaler is primarily responsible for proactive sales efforts with both existing clients and new prospects. As part of the Wholesaling Team, you will work closely with the VP, Sales and Territory Sales Assistant in a designated territory to generate sales, develop new business opportunities and support advisor relationships.
This position is a outstanding opportunity to showcase your sales expertise, investment industry knowledge and relationship-building skills while making a direct impact on business success. As an Internal Wholesaler, you'll be at the core of our mission. Partner with the VP, Sales to manage a defined territory, generate sales and develop new business opportunities.
Use daily video and phone contact with clients to begin or expand relationships, understand their business and client needs, and provide appropriate solutions. Provide essential support to the VP, Sales through timely follow-up on meetings, road shows, events and webcasts. Create broadcast emails with marketing and product information,
as well as fund comparisons and analytics for advisors using Morningstar Advisor Workstation and YCharts.
Collaborate with the VP, Sales and Territory Sales Assistant on territory priorities, client segmentation, service levels, strategic business planning and quarterly reviews, while maintaining product information and escalating client issues as required. Has a bachelor's degree in Commerce, Finance, Business Administration, Economics or a related field. IFIC, CIM, CFP or CFA designations are considered assets.
Demonstrates the ability to work collaboratively and independently, with flexibility to attend territory events, travel occasionally and support evening or weekend activities when required. AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth; Flexible group insurance plans Competitive retirement savings plan Vacation program and personal leave days Wellness program covering physical activity and wellness expenses Home office equipment program Employee and Family Assistance Program (EFAP) The typical hiring range for this position is between 73 214$ and 96 093$ CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure.
Our market data is updated annually to reflect the most current market conditions. #
📌 Sales Merchant (Toronto)
🏢 iA Financial Group (Industrial Alliance)
📍 Toronto