Area(s) of interest: Advisory services, Personal banking, Wealth management
Location(s): Toronto
As a Regional Associate (Inside Sales) you will proactively identify and qualify Investment Advisors and Financial Planners throughout the CIRO channel for the sale of NBI’s investment solutions. Through sales activities (calls, emails, digital interactions, marketing campaigns etc..) you will increase awareness and recognition of NBI’s investment solutions in the market and graduates high potential, qualified prospects up the segmentation ladder.
Your role
- Make proactive sales and business development phone calls according to activity targets
- Actively participate in the business development of the territory, specifically qualifying and graduating prospects, in order to meet sales objectives/targets
- Create, execute and evaluate ongoing sales campaigns
- Ensure high-quality client service and interactions with current supporters and prospects/leads
- Participate in training sessions to remain an effective resource person in terms of both products and the market in general
- Work as a team with other sales associates and sales managers in order to share ideas and increase overall sales success
Your team
You will be based in Toronto and working in partnership with Regional
📌 Inside Sales Associate (Toronto)
🏢 National Bank
📍 Toronto
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