La Great West

Securities Sales Associate- Mid West (BB-CAA65)

Found in: Talent CA

We are looking for a Securities Sales AssociateAs a Securities Sales Associate, you will support the Securities team by providing activity management and case support to ensure the right follow up and coordination through the sales process are met and allow the sales team to focus on generating new sales and growing the advisor base. You will also be part of supporting the implementation of multiple territory business plansWhat you will do: Managing activity for the territory you will be supportingClearing the path & support on wholesale opportunities by sorting, prioritizing and responding to incoming advisor inquiries and follow up with key contacts to maintain advisor confidence in sales processReporting on Salesforce opportunities, segmentation & activity management and in Dataphile reporting on sales resultsPreparing for special events and campaignsImplementing operational and sales support tactics Facilitating weekly team meetings with a prepared agenda to elicit collaboration and efficiency within territoryEnsuring data integrity by inputting and maintaining advisor related information in CRM database, Salesforce, as changes are requiredAdhere to risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy and act in their best interestProviding general administrative supportWhat you will bring:Related post-secondary educationIIROC licensed (completion of CSC/CPH) with a minimum of 2-3 years of industry/brokerage experience OR be licensed within 3 months of employmentBusiness process knowledge to field advisor inquiries & remove barriers for sales teamsProduct knowledge to book meetings on behalf of sales team & field advisor inquiries Customer focused selling skills (articulating value and objection handling for securing advisor meetings, etc.)Skilled at building strong, collaborative relationships with multiple business partners across the region and countryStrong organizational skills, with the ability to organize, analyze and present information to support leaders in making sound business decisionsGoal oriented and understanding of sales process to provide a clear path for the sales team to drive sales resultsBe your best at Canada Life-

calendar_today5 days ago


info Full Time

location_on Winnipeg, Canada

work La Great West

I expressly authorise the Terms and Conditions

Similar jobs