Investment Funds Inside Sales Associate

Overview

We are looking for an Investment Funds Inside Sales Associate to join our Sales Team. We are seeking job candidates with experience in the investment / mutual fund industry. The successful candidate will be responsible for inside sales of Caldwell’s family of investment funds. The candidate will be a key member of the sales and marketing team, responsible for executing strategies to increase assets under management and promote Caldwell’s investment products to advisory groups working primarily within the Canadian Investment Regulatory Organization (CIRO) channel. Key Responsibilities

Conduct pro-active call and sales campaigns to promote Caldwell Investment Management products to investment advisors, primarily within the CIRO channel. Source, evaluate and connect with Investment Advisors by utilizing cold call techniques. Maintain in-depth knowledge of Caldwell products and initiatives. Answer existing and potential advisor/client questions and send additiona...