A career as a Inside Sales Associate within the National Bank Investments team means playing an active role in business growth by increasing awareness and adoption of our investment solutions among Investment Advisors and Financial Planners.
Leveraging your expertise in business development, sales, and financial markets, you identify and qualify recent business opportunities within the channels of the Canadian Investment Regulatory Organization (CIRO). Through prospecting activities including phone calls, emails, digital interactions, and marketing campaigns, you advance high-potential prospects through the segmentation process and contribute to the growth objectives of National Bank Investments.
Your Role
• Conduct sales and business development calls to achieve prospecting objectives and support business growth.
• Actively contribute to business development efforts within your territory by identifying and qualifying prospective clients.
• Advance qualified high-potential prospects through the segmentation process to support the achievement of sales objectives and targets.
• Prepare, implement, and evaluate sales campaigns through calls, emails, digital interactions, and marketing initiatives.
• Deliver an exceptional client experience and high-quality interactions to prospective and newly acquired clients.
• Collaborate with Business Development Associates and Sales Directors to share best practices, drive overall sales success, and stay informed on market developments and investment solutions.
Your Team
National Bank Investments brings together specialists who work in an agile, proactive, and collaborative environment to se
📌 Inside Sales Associate (Montreal)
🏢 National Bank
📍 Montreal
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