Job Description
Elevate your sales career with Dynamic Funds as an Inside Sales Representative. Drive client relationships and manage existing accounts through strategic phone interactions in this integral role.
As an Inside Sales Representative, you'll work closely with Wholesalers to boost sales and nurture client relationships for Dynamic Funds. Your daily tasks will involve 20 client calls, supporting events, and collaborating with the Sales Associate. You'll be pivotal in driving growth in one of Canada's top wealth management firms.
Key Responsibilities:
• Support Wholesaler with follow-ups on events and meetings
• Initiate and expand client relationships via phone
• Maintain an archive of product and policy info
• Ensure attendance at regional events through outbound calls
• Collaborate with SA on priorities and tasks
Requirements:
• Minimum Bachelor's degree in Finance or related field
• CSC or IFIC certification;...
As an Inside Sales Representative, you'll work closely with Wholesalers to boost sales and nurture client relationships for Dynamic Funds. Your daily tasks will involve 20 client calls, supporting events, and collaborating with the Sales Associate. You'll be pivotal in driving growth in one of Canada's top wealth management firms.
Key Responsibilities:
• Support Wholesaler with follow-ups on events and meetings
• Initiate and expand client relationships via phone
• Maintain an archive of product and policy info
• Ensure attendance at regional events through outbound calls
• Collaborate with SA on priorities and tasks
Requirements:
• Minimum Bachelor's degree in Finance or related field
• CSC or IFIC certification;...
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