Financial Services Business Development Manager
CI Financial
Drive financial product sales and asset retention as a Business Development Manager at CI, working onsite four days weekly. Build advisor engagement through consultative communication.As a Business Development Manager, you will promote CI Global Asset Management investment products across your territory. Partnering with the District Vice President, you will educate, train, and motivate financial advisers and professionals. Your work will increase market share, develop leads, and strengthen client relationships through sales campaigns and account management.Key Responsibilities:
Promote CI GAM products through proactive sales campaignsGenerate referrals and high-quality leads for the DVPManage established client accounts and service inquiriesExplain investment strategies, philosophies, processes, and industry trendsReport territorial sales and assets with the DVPRequirements:
Minimum two years’ financial services sales experienceUniversity degree in Business AdministrationFinancial services designation such as CSC, CFP, CIM, CFA, or CAIAAdvanced Microsoft Word, Excel, and PowerPoint expertiseStrong communication, organization, and client relationship skillsUse financial services sales, relationship management, and investment product knowledge to grow CI GAM territory performance.
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Promote CI GAM products through proactive sales campaignsGenerate referrals and high-quality leads for the DVPManage established client accounts and service inquiriesExplain investment strategies, philosophies, processes, and industry trendsReport territorial sales and assets with the DVPRequirements:
Minimum two years’ financial services sales experienceUniversity degree in Business AdministrationFinancial services designation such as CSC, CFP, CIM, CFA, or CAIAAdvanced Microsoft Word, Excel, and PowerPoint expertiseStrong communication, organization, and client relationship skillsUse financial services sales, relationship management, and investment product knowledge to grow CI GAM territory performance.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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