Inside Sales Representative, Dynamic Funds (Montreal, QC)

Scotiabank•Montreal, QC

1d•Onsite

About The Position

Dynamic Funds, a wholly owned subsidiary of Scotiabank, is seeking an Inside Sales Representative (ISR) in Montreal, QC. The ISR will work closely with the Wholesaler to generate sales, develop new business, and service existing clients regarding Dynamic products. This role requires deep knowledge of company and competitor products, policies, industry changes, market conditions, and client business practices. The ISR will primarily use daily phone contact to build relationships and increase sales, collaborating with the Sales Assistant (SA) and other team members. The role emphasizes adapting to the changing landscape of inside sales, where digital technology is prevalent, but fundamental relationship-building through conversation remains key.

Requirements

Bachelor’s degree in a field such as Commerce, Finance, Business Administration.
CSC or IFIC certification.
Minimum 5 years of sales experience.
Minimum of 3 years Financial Services Industry experience.
Super collaborator with impeccable communications skills in English and French.

Responsibilities

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.
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.