Regional Sales Consultant (inside sales) Full Time

Job Level

NV-06

As a regional sales consultant, Investments, you utilize strong knowledge of financial services industry, Desjardins Investments products and services to proactively sell and support the Investment Advisor community within the assigned territory(ies).  The key responsibility is to enhance and cultivate new sales while focused on retaining AUM.   In partnership with the Regional Sales Director, design and implement territory business plans to reach and surpass sales and activity targets.

Utilize strong knowledge of financial services industry, Desjardins Investments products and services to proactively sell and support the Investment Advisor community within the assigned territory(ies).  The key responsibility is to enhance and cultivate new sales while focused on retaining AUM.   In partnership with the Regional Sales Director, design and implement territory business plans to reach and surpass sales and activity targets

General Information on the Position

Additionnal responsibilities

• Conduct proactive outbound sales calls following a consultative sales approach to identify needs, problems or opportunities in order to position the right investment solution.
• Execute territory business plan focusing on deepening relationships with actual clients and engaging in prospecting calls to expend the reach of Desjardins Investments.
• Consistently meet minimum telephone contact standards and booked meeting standards.
• Consistently demonstrate effective management and prioritization of leads, timely RSD meeting follow-up and case work (illustrations, proposals and portfolio optimization).
• Support featured sales campaigns by incorporating them into business plans and modifying activities as needed.
• Effectively utilize provided sales tools including technology (CRM, Perform, track and analyze the effectiveness/impact of targeted sales campaigns using EXCEL, Hypothetical Illustration Tools, financial calculators and WebEx presentations)
• Partner with Regional Sales Director through effective and ongoing communication and territory planning.
• Following lead of RSD with critical exposure to success outcomes of assigned territory embracing accountability and a business building mindset.

Other working conditions

Travel : May be required to travel to support territory sales efforts
Number of jobs available :  2
Qualifications

• College diploma in a related field
• Minimum of two years of relevant sales experience

Please note that other combinations of qualifications and relevant experience may be considered

• Canadian Securities Course/ IFIC

Specific knowledge

• Knowledge of financial services industry
• Working knowledge of business desktop applications (i.e. Microsoft Word, Excel and Outlook)
• Excellent verbal and written communication skills

Desjardins Cross-sector skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Action oriented, Interpersonal Savvy