24 Oct
|
ICM Asset Management
|
Calgary
24 Oct
ICM Asset Management
Calgary
ICM Asset Management is an alternative asset manager focused on owning, operating and investing in real assets. We offer retail, private client and institutional Advisors an array of investment opportunities focused on real estate, private debt, and music royalties.
We are seeking a Junior Inside Sales professional to help grow relationships with prospective and existing Advisors through outreach, timely follow-up, and responsive service.
Based in Calgary and reporting to the Managing Director, Sales, this role works closely with the sales team and wholesalers to identify prospects, respond to incoming interest, arrange conversations, and keep sales activity current in HubSpot. It is an prospect for someone early in or changing their career to learn ICM's investment products and build a career in investment sales. The role requires occasional travel to support sales activity.
Responsibilities
- Advisor Prospecting and Sales Follow-up
- Research and identify prospective Advisors and initiate outbound outreach by phone and email in coordination with the sales team.
- Respond to inbound sales inquiries, qualify interest, and connect Advisors with the appropriate member of the sales team.
- Follow up with leads and prospective Advisors after calls, meetings, and events to maintain momentum and identify next steps.
- Support wholesalers with prospect and Advisor follow-up and help coordinate outreach priorities.
- Schedule meetings and calls between the sales team and prospective or current Advisors
- Track and manage sales pipelines and Advisor inquiries using CRM systems such as HubSpot
- Record outreach, conversations, relationship details, and next steps accurately in HubSpot.
- Advisor Service and Product Knowledge
- Respond to Advisor inquiries regarding investment products, documentation, and
📌 Junior Inside Sales (Calgary)
🏢 ICM Asset Management
📍 Calgary