Programmatic Account Executive managing digital advertising campaigns for a wide range of clients. Entry - level role at Croud, a digital marketing agency with a supportive, fast - paced culture.
About the role
- Regional Sales Representative at Canada Life working closely with advisors to drive sales growth. Collaborating with sales team to deliver bottom line wealth sales growth and optimize advisor relationships in Toronto.
Responsibilities
- Deliver bottom line wealth sales growth by working in collaboration with our Regional Sales Managers (Wealth) to generate sales and meet and exceed sales targets
- Prospect new leads and leverage an existing database of contacts to build and strengthen relationships with advisors by phone, virtually and a through a limited amount of face to face interaction
- Utilize Salesforce to closely track calls and log appointments, manage the sales workflow, upload new contacts and monitor progress
- Lead generation of prescribed conversion rates and sales targets
- Grow the region by optimizing Advisor relationships and providing follow up and marketing support to advisors
- Partner with Advisors to develop an understanding of their book of business (i.e. goals, targets, expectations, needs) with existing advisors in the territory
- Uncover sales and cross-selling opportunities and educate advisors on the benefits of incorporating wealth solutions into their book of business
- Represent the wealth business as an expert consultant in matters related to; the wealth industry, product, regulatory and advice on private wealth solutions
- Provide pre and post-sales support by developing/providing sales strategies, concepts, marketing ideas and support.
- Contribute to and consider new approaches to doing business with advisors and clients
Requirements
- Post-secondary education in a related field (i.e. Business School or College degree or diploma)
- 2-5 years’ experience in the financial services/investment industry preferred
- Industry specific designations such as CSC or IFIC are an asset
- Strong interpersonal/relationship-building skills and a work ethic that demonstrates you are sales and results oriented, a motivated self-starter, career focused, dynamic and involved in extracurricular activities
- Excellent social skills and thrives in a team environment
- Expert communicator with the ability to present, train and transfer knowledge to a variety of audiences
- Great telephone etiquette with the ability to manage high call volumes
- Negotiation skills; perseverance when encountering discouraging setbacks
- Competency in investment product knowledge, tools and sales concepts and having an in-depth marketplace awareness and awareness of the impact of developments and trends on the organization and the industry.
Benefits
- Health insurance
- Flexible work arrangements
- Professional development opportunities
- Paid time off
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