Use phone-based selling and investment product knowledge to grow Dynamic Funds business. This Toronto-headquartered team serves clients through daily conversations and digital outreach.
As an Inside Sales Representative, you will support the Wholesaler, develop new client relationships, and manage existing Agile Funds clients. You will monitor products, policies, market conditions, and industry changes while collaborating with the SA. The work combines prospecting, client servicing, territory development, and sales support across distribution channels.
Key Responsibilities:
- Prospect and develop new client relationships within assigned territories
- Initiate daily client calls to expand existing relationships
- Follow up promptly on meetings, road shows, events, and webcasts
- Populate the CRM with information from calls and surveys
- Support client segmentation and annual strategic business planning
Requirements:
- Bachelor's degree in Commerce, Finance, or Business Administration
- CSC or IFIC certification; CFP or CIM
- Minimum five years of sales experience
- Minimum five years of management and territory management experience
- Bilingual ability is an asset
Bring investment knowledge, phone-based relationship building, and territory sales experience to Dynamic Funds inside sales.