Job title: Inside Sales Consultant

Description

Financial Services Specialist

We are seeking a highly motivated and results-driven Financial Services Specialist to join our Client Relationship Management team. As a key member of the Internal Sales Desk, you will partner with senior sales professionals to build new relationships and enhance existing partnerships with financial advisors across Western Canada.

The successful candidate will have excellent communication skills, strong work ethic, and high integrity. You will be responsible for developing and implementing sales plans, conducting consultative calls with financial advisors, coordinating meetings and presentations, responding to ad-hoc requests for information, conveying technical knowledge of investment strategies, maintaining accurate advisor records in CRM software.

• Key Responsibilities:
• Developing territory sales plans by collaborating with senior sales professionals;
• Conducting consultative relationship-building calls with financial advisors;
• Coordinating face-to-face meetings conference calls client seminars etc.; < li > Responding to ad-hoc requests information as needed;. < p > The ideal candidate should possess minimum years experience within the Financial services industry hold relevant certifications such as CFA CFP CIM MBA or equivalent degree provide examples past performance meeting customer needs delivering solutions results focused environment led leadership entrepreneurship teamwork discipline adaptability innovation resilience account management strategic planning marketing competitive analysis market share increase brand awareness revenue profitability goals attainment complex problem-solving solution implementation negotiation conflict resolution diverse stakeholder engagement internal external partners intermediaries marketplace trends competitor landscape financial modeling budget forecasting reporting executive-level presentation corporate governance risk management compliance regulatory enforcement quality control process improvement continuous learning professional development value creation partnership building loyalty retention driving results achieving success long-term growth sustainability globalization digitalization sustainable business model social responsibility community involvement ethical conduct trust reputation stewardship enterprise strategy roadmap strategic thinking creativity resourcefulness collaboration perseverance win-win outcomes positive impact end-user satisfaction human-centered design lean agile methodology incremental iterative incremental change leader entrepreneurial collaborative disciplined engaged proactive responsive mindful accelerated steady progress consistent steady course tracking mapping adjusting adapting informed decision-making subjective objective observations insights evidence-based data-driven smart buy visionary adaptable optimization tools technology enhanced efficiencies future-proof organization adapts ahead pace evolution 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