Sales and Client Experience Specialist - Calgary, Canada - SIACharts

Description

Do you have exceptional sales and marketing skills with an entrepreneurial spirit and a financial background? The Calgary based Sales and Client Experience Specialist position at SIACharts is the perfect opportunity for you to join a fast paced, growing, and evolving company.

• Sell SIACharts subscriptions and affiliated products to new clients across North America over telephone, in person, and via online webinars
• Proactively identify new and different business opportunities to provide increased sales
• Call advisors and generate referrals, prospective clients, COIs, and new sales
• Perform SIA software demonstrations and online sales webinars to prospective clients
• Provide customer support and training to existing clients empowering them for longterm success
• Enter CRM notes for all client interactions, creating client, and prospect reports, etc.
• Account manager to segment of clients in charge of retention, education, followup, creating referrals, and their main point of contact on a quarterly basis
• Creating, editing, reviewing, and posting daily/weekly/monthly quarterly commentaries, insights, analysis, focus videos, education material, webinars, etc.
• Assist with presentations, data entry/errors, webinars, conferences, etc. as needed
• Assist with social media channels posting relevant and engaging content, growing the companies online influence and network, writing blogs and articles, etc.
• Reviewing and editing all marketing and education materials and assuring it meets high compliance standards for presentation, proper disclaimers, trademarks, etc.
• Coordinating, creating, and updating PowerPoint and other presentation material for events, seminars, websites, presentations, etc.
• Assist with sales initiatives, marketing initiatives, strategy, and other company initiatives
• Monitors industry best marketing practices and possible future disruptions
• Other duties as necessary
• University degree or postsecondary diploma in a finance, economics, business, or marketing discipline
• At least 3+ years sales experience in the Finance industry
• Comprehensive financial industry experience and/or knowledge
• Exceptional written and verbal communication skills and formal presentation skills
• Experience as a Financial Advisor or Associate, not required, but considered an asset
• Strong computer skills with Microsoft Office expertise, Teams, PowerPoint, and knowledge or experience with CRM tools
• Detail oriented, organized, creative, and selfdirected with the ability to meet deadlines
• Driven in an entrepreneurial setting with a willingness to work in a team environment at a fast growing and evolving company of constantly changing priorities
• Strong sales and customer service skills
• Initiative and willingness to go above and beyond required duties

SIACharts offers a comprehensive compensation package that includes a base salary with bonus opportunities, benefits, paid vacation time, small team environment, team events, education opportunities, and career development as the company grows.

• Monday to Friday