Regional sales consultant, Inside sales

As a Regional sales consultant, Inside sales, 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. You help build and maintain business relationships with members and clients. You drive results by reviewing complex requests and helping promote and sell products and services based on client needs and your unit’s business objectives and strategies. More specifically, you will be required to:

• Conduct proactive outbound sales calls following a consultative sales approach to identify needs, problems or opportunities in order to position the right investment solution and deliver strong telephone sales presentations.

• Execute territory business plan focusing on deepening relationships with actual clients and engaging in prospecting calls to expend the reach of Desjardins Investments

• Meet minimum telephone contact standards and booked meeting standards.

• 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.

• 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

• Follow lead of RSD with critical exposure to success outcomes of assigned territory.

• Work under general direction; and participate in determining objectives of assignment (work is reviewed for adequacy in meeting objectives.)

What we offer* 

• Competitive salary and annual bonus 

• 4 weeks of flexible vacation starting in the first year

• Defined benefit pension plan that provides predictable, stable income throughout retirement 

• Group insurance including telemedicine 

• Reimbursement of health and wellness expenses and telework equipment 

* Benefits apply based on eligibility criteria. 

What you bring to the table

• Bachelor's degree in a related field

• A minimum of two years of relevant experience

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

• Sales experience in the financial services industry

• Canadian Securities Course/ IFIC

• Advance knowledge of business desktop applications Microsoft Word, Excel and Outlook

• Available to travel to support territory sales efforts

Drive results, Interpersonal Savvy

#LI-Hybrid

Trade Union

Non-unionized

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

Unposting Date

2024-09-18