Our client develops tools and training to help advisors maximize the benefits of the financial advice and build stronger client relations. They are looking for a Regional Associate to work with the Regional Directors and sales management, to develop a business plan to prospect and service investment advisors within a designated territory.
Responsibilities:
· Outbound sales calls and direct emails to current and prospective financial advisors to:
- Develop and maintain ongoing relationships with financial advisors
- Uncover sales opportunities for our products within the financial advisor community
- Book client meetings and branch presentations
- Achieve quarterly quotas
- Add to pipeline through research, identifying key players, generating interest, qualifying and segmenting leads
· Assist Regional Director(s) in booking and preparing for both in-person and virtual advisor and branch presentations, including calendar management (Note: this function may involve travel)
· Maintain/update advisor profiles within Salesforce, including entering activity and opportunity details
Qualifications:
· Completion of post-secondary education in finance/business
· Strong phone presence, communication, and listening skills
· Strong customer service orientation & ability to meet quarterly quotas
· 1 year of financial services experience is an asset
