Relationship Manager, Referral Partnerships - Mississauga, Canada - Knowledge First Financial

Knowledge First Financial

Verified Company

Mississauga, Canada

1 week ago

Posted by:

Sophia Lee

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Description

Job Profile:

Relationship Manager, Referral Partnerships Full Time Position

Relationship Manager, Referral Partnerships

Full Time Position
At Knowledge First Financial (KFF), we're on a journey to create an entirely new student experience.

One that is built on instilling confidence in students around the paths they are choosing and their ability and agency to achieve their goals for the future.

As enablers and orchestrators of students' success, we will create access, affordability and agency for students and their champions across our services and solutions.

This will provide them with guidance and support in all aspects of planning and saving for post secondary education - giving them a future-ready advantage and help them thrive well past their educational journey.

What makes us qualified to do this?

In business since 1965 and owned and operated by a not-for-profit organization, everything we do is in service to our students.

We are a diverse and passionate community of experts that firmly believes in the benefits of education, priding ourselves on helping to shape their future and empowering them to reach their full potential.

As we move forward, we will leverage and build upon our unmatched expertise in the RESP space to propel both our students and our company forward, ensuring a better tomorrow.

Our vision is set, our future is bright, and we're just getting started.

Mandate

We are looking for a client centric business development and relationship management professional with a proven track record of developing and nurturing strategic partnerships in a sales environment within the financial services industry. You are an excellent communicator, work well both individually and as a team and are aligned to our purpose; _to change lives by
propelling more students to, and through, Post-Secondary Education successfully. You will be dedicated to business development activities that build our Assets under Management. Because of your experience with the BusinesstoBusiness model, you will be responsible to You are responsible to ensure a healthy and robust pipeline of referrals into the business and for growing our existing relationship with our key Referral Partner.

Challenges to be Met

Responsible for multiple territories across Canada, the incumbent will represent Knowledge First Financial and act as a key contact for select Partners at the regional and local level
Attend key business development events to propel the Knowledge First brand into the market, and identify and nurture existing partner relationships
Responsible to ensure a robust pipeline of potential business, while being held accountable for a minimum number of opportunities to be given to the Education Savings Centre
Act as the main point of contact for escalations with Partners
Act as an ambassador of KFF within the partner networks, promoting our brand, products and services
Support Knowledge First's origination targets. Maintain and expand a database of prospects, teaming with partners to build the pipeline for the Education Savings Centre to engage with Customers and close deals,
Contribute to the overall growth of the firm by growing both our client base and assets under management.
Deliver a differentiated experience to our partners using a disciplined approach following Knowledge Firsts sales management process
Maintain uptodate knowledge of the company, market conditions and leverage company advantages to build effective solutions.
Identification and development of potential client opportunities, collaborating with the Education Savings Centre to close deals.
Be knowledgeable and comply with the company and industry Code of Conduct
Contribute to operational improvements to streamline procedures/processes and enhance the client experience
Actively participate in the performance management process in support of own personal and professional development objectives, including coaching sessions
Contribute to a fair and positive working environment that supports a diverse workforce
Participate in team meetings, employee surveys and action planning sessions
Contribute to the success of the team by willingly assisting others in the performance and completion of assigned duties
Perform other duties as needed outside of those mentioned in this document

_Who we are looking for_

At KFF, we value each employee for their unique perspectives and experiences. If you are someone who has qualifications similar to what we are looking for and is aligned with the culture and values at KFF, please consider applying_
Proven business development, relationship management and/or wholesaler experience with a track record of overachieving targets
Strong phone presence and experience with inbound and outbound calling
Proficient with corporate productivity and web presentation tools
Experience working with a CRM
Excellent verbal/written communications skills an