Inside Sales Consultant

Location

Business - Brookfield Oaktree Wealth Solutions

Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.
 

Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind.

Brookfield Culture

Brookfield has a unique and dynamic culture.  We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader:  Entrepreneurial, Collaborative and Disciplined.  Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.

Job Description

We are seeking an Inside Sales Consultant to join the Client Relationship Management with Brookfield Oaktree Wealth Solutions (Canada). Reporting to the head of the Canadian business, the role is based in Toronto, Ontario, Canada and would be supporting a Client Relationship Manager (external sales) servicing financial intermediaries.

As a key member of the Internal Sales Desk, the Inside Sales Consultant will partner with Client Relationship Management to build new relationships, as well as enhance existing partnerships. The objective will be to increase market share and brand awareness of Brookfield and Oaktree products offered in Canada. 

Responsibilities

• Collaborate with the Client Relationship Manager to develop and implement a territory sales plan.

• Conduct consultative, relationship-building sales calls with financial advisors and other licensed investment professionals.

• Advance the sales process by coordinating meetings and presentations (examples of meetings include face-to-face meetings, conference calls, and client seminars, etc.).  

• Respond to ad-hoc requests for information and conduct investment analysis as needed.

• Convey technical knowledge of the firms’ investment strategies and maintain a comprehensive understanding of market trends, and key competitor information.  

• Update daily call activities and maintain accurate client and prospective client records within Salesforce on a timely basis.

Qualifications & Requirements

• Minimum of 3-4 years of experience in the financial services industry.

• College degree or equivalent experience required (MBA, CFA, CFP, or CIM).

• In depth knowledge of the Canadian Wealth Management and Asset Management landscape.

• Outstanding presentation and communication skills.

• Strong work ethic, and high integrity.

• Motivated to achieve success and grow with the firm.

• Consultative, client first approach, delivering solutions, not products, to meet needs and get results.

• Excellent listening skills with a natural inclination to focus on client needs coupled with strong communication, and interpersonal skills.

• Advanced Microsoft Office skills (Word, Excel, PowerPoint); knowledge of Salesforce CRM, Seismic, eVestment and Morningstar Direct a plus

Additional Requirements

• Ability to travel within Canada and to the U.S.

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it.  Accordingly, we do not tolerate workplace discrimination, violence or harassment.