Regional Vice-President & Inside Sales positions available
Pro-Financial Asset Management is one of Canada's fastest growing asset management firm offering unique products and services through its four divisions; Pro-Index Funds, Pro-Hedge Funds, Pro-Performance Funds and Pro-Financial Private Client Group.
Due to our expansive growth we are looking for energetic, knowledgeable and customer focused individuals to join our team Sales team.
Specific Accountabilities and Activities
Regional Vice-President (Wholesaler):
Build on existing advisor/broker relationships
Establish contact and grow relationships with new clients by maintaining a full schedule of meetings with qualified prospects
Effectively present products at 1:1 meetings, branch meetings, client seminars
Promptly follows up on meetings, road shows, events and web casts to close the business and generate sales
Provide superior service and ongoing follow up support to existing advisor/broker clients
Communicate features and benefits of all products offered and provide solutions in relation to investors’ goals/objectives, competitor products and market environment
Business Development Associate (Inside):
Generate sales leads by telephone and book 1:1 appointments, branch meetings and client seminars for respective Wholesaler
Promptly follows up on meetings, road shows, events and web casts to close the business and generate sales
Collaborate with the Wholesaler to determine priorities and tasks to be completed
Make daily Purchase and Redemption calls to clients in order to identify trends, prospects and first time tickets
Participate in special projects as required
Education and/or Experience
Undergraduate degree
Minimum 3 years of experience in the financial services or investment industry in similar role (OUTSIDE SALES ONLY).
Client Relationship Management: able to identify and analyze client needs, work easily with them, build rapport and partnerships; provide timely follow up and information.
Sales Fundamentals: Ability to conduct a good sales call (establishing rapport, questioning, listening. Negotiating, handling objections, qualifying, and closing)
Completion of the Canadian Securities Course (CSC) an asset
Excellent organizational and communication skills
Ability to work effectively while managing several tasks
Computer knowledge including Word, Powerpoint and Excel
Qualified applicants should email resumes along with a cover letter to pro-financial@pro-financial.ca
We thank all applicants in advance, however, only those individuals selected for an interview will be contacted.
