Regional Sales Consultant, Inside sales

Required

As a Regional Sales Consultant, Inside sales, you utilize strong knowledge of the financial services industry, Desjardins Investments products and services to proactively sell and support the Investment Advisor community within the assigned territory(ies). The key responsibility is to enhance and cultivate new sales while focusing on retaining AUM. In partnership with the Regional Sales Director, design and implement territory business plans to reach and surpass sales and activity targets. You help build and maintain business relationships with members and clients. You drive results by reviewing complex requests and helping promote and sell products and services based on client needs and your unit’s business objectives and strategies. More specifically, you will be required to:

• Conduct proactive outbound sales calls following a consultative sales approach to identify needs, problems or opportunities in order to position the right investment solution ...