Requisition ID : 90461
Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors.
Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline.
Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs
Job Summary :
The world of inside sales is changing. Digital technology and online meetings have shifted the way we conduct business in terms of accessing information, accessing our clients and accessing results.
However, building and developing new relationships still requires the fundamental art of conversation.
The Inside Sales Representative (ISR) works closely with the Wholesaler to generate sales and develop new business along with servicing and managing existing clients about Dynamic products.
As a vital member of the sales team, the ISR must be exceedingly knowledgeable in company and competitor products and policies, industry changes, market conditions, and client business practices.
The ISR uses daily phone contact, rather than face to face meetings, to build relationships and increase sales. The ISR must also work closely with the SA, including them in the work of the team.
Supports the Wholesaler by promptly following up on meetings, road shows, events and web casts;
Initiates phone contact with clients to begin or expand on existing relationships (20 activity points or calls a day);
Keeps an archive of all the relevant information pertaining to the products, policies, procedures and rules for dissemination to the clients;
Ensure regional events and road shows are well attended by using outbound call campaigns;
Occasionally, some representatives will travel and attend their own individual meetings. Will be required to attend meetings with the wholesaler at least once a month;
Collaborate with the SA to determine priorities and tasks to be completed;
Make daily Purchase and Redemption calls to clients in order to identify trends, prospects and first time tickets;
Create broadcast emails with pertinent marketing and product information to advisors via ODD filters and share with the sales department;
Data Mine using the Diagnostic Selling Process & Populate the CRM system (OOD) with all the information retrieved during phone calls and surveys;
Participate in national, regional, departmental and project group meetings, sharing feedback and information;
Assist wholesaler in the segmentation of the client base to define the service levels and to ensure sales from various distribution channels and firms (250-400);
Act as a liaison with the Product Manager in order to set up Manager meetings, conferences calls and web casts;
Escalate client issues to appropriate department and your wholesaler; and
Involved in special projects as required
Assist wholesaler in developing a strategic business plan for the year and review it quarterly with the team to increase sales from advisors in our territory;
Minimum Bachelors degree in a field such as Commerce, Finance, Business Administration;
CSC or IFIC certification;
CFP or CIM;
Minimum 5+ years of sales experience; and
Minimum 5+ years of management experience and managing a territory