Regional Consultant

Russell Investments • Toronto, ON

66d • $60,000 - $70,000

About The Position

The Regional Consultant (RC) will act as an integral partner in driving the sales results of Russell Investments in their assigned Sales Region for our Quebec clients. You will dedicate most of your time establishing sales rapport with all Investment Advisors within the region including our top advisors and to a greater extent developing new relationships. This will be achieved primarily through telephone contact, email and scheduled face to face contact. Working in close partnership with the Regional Director and the Client Service Associate, the RC will maintain a focus on uncovering business needs of advisors and match those to opportunities for Russell products and services. Sales results will be achieved by maintaining a high degree of phone activity (primarily outbound calls) and virtual discussions using technology and maintaining a focus on rotation through the entire territory striving for full client coverage.

Requirements

• Bachelor’s degree in Finance, Marketing or related area is required.
• CSC preferred.
• Minimum 2-5 years of experience in the financial industry, or strong related sales experience is preferred.
• Must be fluent in English and French
• Experience working with investment advisors and a solid understanding of the advisor and investor behaviors is also a requirement.
• Sales and Organizational Skills are a requirement for this role in order to identify needs and opportunities.
• Relationship and Interpersonal skills with an ability to develop broad, mutually beneficial partnerships.
• An in-depth knowledge of the investment management industry, mutual funds, sales strategies and techniques, and account relationship management.
• Comfortable with presenting and being in a client facing role.
• Ability to prioritize time, to work independently and to use sound business judgment in making decisions.

Nice To Haves

• Previous experience in the mutual funds or asset management business is an asset.
• A knowledge of Russell Investments product offering as well as business solutions and value-added ideas
• A knowledge of Russell is an asset.
• The strength of customer service with the ability to be resourceful in providing solutions.

Responsibilities

• Achieving specific sales targets on an annual basis.
• Conducting meaningful sales conversations with advisors.
• Thorough territory rotation and coverage of the assigned sales region.
• Responding effectively and on a timely manner to address advisor needs.
• Actively participate in RC team meetings.
• Work towards successful execution of territory sales plans.
• Booking Meetings for RD’s as a result of sales calls.
• Generating and gaining commitment from advisors to attend events or participate in region specific sales initiatives.
• Creating sales proposals, creating emails or sales messaging pertinent to prospecting, maintaining CRM data integrity for individual region, etc.
• Travel to the designated territory to a minimum of once per quarter.

Benefits

• participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs.
• the successful candidate for this role has the ability to earn sales incentives based on activity, revenue, cashflow generation, or other performance criteria.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level