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Remote Inside Sales, Skyline Capital, Bilingual

The Skyline Group Of Companies


English Description Below

Vous vous épanouissez dans un environnement rapide, professionnel et amusant? Vous cherchez un endroit où mettre en valeur vos compétences en gestion des relations clients? Vous avez un esprit entrepreneurial? Si c'est le cas, nous sommes en pleine croissance et à la recherche de personnes passionnées, dynamiques et déterminées pour rejoindre notre équipe Group Capital!

Ce poste est en télétravail et basé au Québec

Description de poste
Le Responsable des Ventes Internes Bilingue, Skyline Capital, mettra à profit ses compétences et son expérience en gestion des relations pour maintenir le plus haut niveau d'excellence en matière d'expérience client pour les investisseurs, tout en soutenant l'objectif commun de Skyline de créer une valeur significative et une expérience exceptionnelle pour nos clients, nos employés et nos communautés.

Ce que vous ferez
  • Coordonner la production d’analyse de marché et de documents de recherche spécialisés visant à informer les conseillers en investissement et les gestionnaires de portefeuille actuels et potentiels sur les offres de Skyline.
  • Éduquer, former et motiver les conseillers en investissement et les professionnels de la finance afin de favoriser des partenariats et de renforcer les relations d’accroître la part de marché de Skyline sur le territoire, et de développer des prospects de haute qualité pour le vice-président régional.
  • Soutenir le vice-président régional dans la préparation des réunions avec les clients, des tournées promotionnelles, des événements et des présentations
  • Collaborer avec l’équipe de Group Capital pour augmenter les ventes et la part de marché en effectuant des appels de vente proactifs auprès des conseillers en investissement et des gestionnaires de portefeuille, nouveaux et existants.
  • Développer et entretenir des relations avec les conseillers et les entreprises institutionnelles dans le but d’obtenir des offres de services consultatifs et/ou de suites d'investissement de portefeuille.
  • Fournir des informations fiables et en temps opportun aux investisseurs actuels et potentiels, et soutenir les investisseurs existants et éventuels.
  • Offrir un service à la clientèle afin de maintenir un excellent niveau de satisfaction.
En quoi consiste le rôle
  • Créer et mettre en œuvre votre plan d'affaires en collaboration avec le vice-président régional, pour le territoire géographique qui vous est assigné.
  • Identifier et poursuivre de nouvelles occasions d’affaires à travers des appels de vente proactifs auprès de conseillers en investissement nouveaux et existants, en repérant et en développant des opportunités à l’aide de techniques de vente conceptuelle.
  • Conseiller et proposer des idées à valeur ajoutée sur les produits et services de Skyline afin de soutenir les conseillers dans un environnement d’affaires en constante évolution, en initiant des appels de vente proactifs pour établir un partenariat de vente avec les conseillers de votre territoire.
  • Fournir un soutien continu aux courtiers et distributeurs en ce qui concerne le rendement du marché et des fonds, ainsi que l’examen des profils de portefeuille.
Quelles sont les qualifications
  • Un diplôme d’études postsecondaires est requis.
  • La réussite d’un programme de formation dans le secteur des services financiers est requise: CSC ou CFA niveau I.
  • Une volonté d’explorer des idées nouvelles et créatives, la motivation d'obtenir des résultats, dévouées et énergiques, ainsi que de solides compétences en communication - tant à l’oral qu’à l’écrit.
  • Un intérêt et une curiosité pour les marchés de capitaux et leur lien avec l’industrie des fonds.
  • L’obtention du CFA, CFP ou CIM serait un atout, mais n’est pas obligatoire
  • La connaissance du français et de l'anglais est requise pour soutenir les conseillers en investissement, les gestionnaires de portefeuille et les membres de l'équipe à l’intérieur et/ou à l'extérieur de la province de Québec.
Ce que nous recherchons:
  • Passion - pour la gestion des investissements, des finances et de l’économie.
  • Professionalisme - ce terme a de nombreuses significations, mais pour nous, il s'agit de la fierté que nous tirons de la qualité du service que nous offrons à nos clients.
  • Personnalité - vous êtes la personne dotée d'un grand sens de l'humour à qui tout le monde veut parler! Non seulement vous savez comment faire une première impression positive, mais vous savez aussi comment la faire durer.
  • Dynamisme - vous êtes un voyageur chevronné qui sait qu'être en face d'un investisseur est l'une des meilleures façons de communiquer. Vous n'avez également pas peur de décrocher le téléphone ou de faire une présentation devant un public.
  • Diligence - vous comprenez que la rigueur est essentielle pour suivre les activités de vente et vous avez de l'expérience avec des outils de gestion de la relation client (GRC) comme Salesforce.
  • Connaissance - des investissements sur le marché dispensé et expérience avérée en conseil financier. Vous avez également la capacité de résoudre des problèmes et de planifier de manière efficace et indépendante.
  • Expérience - au moins 3 ans d'expérience dans le domaine de la gestion des investissements.
Pourquoi vous voulez travailler ici:
  • Vous êtes l'incarnation même d'une personne sociable, et tout comme votre nature humble, fournir un excellent service à la clientèle est pour vous une seconde nature.
  • Les relations sont importantes pour vous, et vous savez comment instaurer la confiance, que ce soit au téléphone ou en face à face.
  • Vous êtes désireux de contribuer à la création d’une entreprise en laquelle vous croyez et vous êtes fermement déterminé à faire votre marque dans un secteur concurrentiel.
  • Vous souhaitez travailler avec une excellente équipe et aimez collaborer avec les autres.
  • Faire du réseautage est amusant pour vous, et partager votre passion pour nos produits du marché dispensé avec les autres est ce qui ce qui vous motive à vous lever le matin.
  • Travailler pour une entreprise en pleine croissance qui soutient la gestion environnementale et les responsabilités sociales est indispensable pour vous. Pour en apprendre davantage sur nos engagements en matière de développement durable, cliquez ici .
  • Vous voulez travailler pour une entreprise qui favorise l'équilibre entre vie professionnelle et vie privée et se soucie réellement de votre épanouissement personnel.

Skyline Group of Companies est une organisation de gestion d'investissements entièrement intégrée: fondé sur l’immobilier, propulsé par les gens, en croissance pour l’avenir! Chaque aspect de Skyline est géré avec le plus grand soin et la plus grande attention aux détails, de la consultation avec les investisseurs à la promotion d'un sentiment d’appartenance à la communauté dans chacune de ses propriétés.

Nous offrons à nos employés un salaire de base compétitif, des avantages sociaux, une journée de bénévolat rémunérée, REER collectif, une formation continue , des possibilités d'avancement professionnel et bien plus encore. Notre culture d'entreprise responsabilise les personnels de tous les niveaux à s'impliquer dans le soutien et la création des communautés dynamiques.

Viens faire partie de Skyline – Fondé sur l’immobilier, Propulsé par les gens, En croissance pour l’avenir!

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Do you thrive in a fast-paced, professional and fun environment? Are you looking for a place to showcase your client relationship skills? Do you have an entrepreneurial mindset? If so, we're growing and seeking passionate, energetic and determined people to join our Group Capital team!

This position would be based out of Quebec and would be remote.

Job Description
The Bilingual Inside Sales, Skyline Capital position will utilize their strong relationship management skills and experience to maintain the highest level of excellence in customer experience for investors while supporting Skyline’s shared goal of creating meaningful value and an exceptional experience for our customers, our people and our communities.

What you will be doing:
  • Coordinate the production of market insights and specialized research materials aimed at information current and prospective Investment advisors and Portfolio managers on Skyline's offerings.
  • Will educate, train and motivate Investment advisors and financial professionals to foster partnerships and stronger relationships, to increase Skyline’s market share in the territory and develop high quality leads for the Regional Vice-President.
  • Support the Regional Vice President in the preparation of client meetings, roadshows, events, and presentations.
  • Collaborate with the Group Capital team to increase sales and market share by conducting proactive sales calls with new and existing Investment advisors and Portfolio managers.
  • Develop and foster relationships with Advisors and Institutional firms with the goal of getting Advisory and/or portfolio investment suite offerings.
  • Provide reliable and timely information to current and prospective investors and support prospective and existing investors.
  • Provide client support to maintain excellent customer satisfaction.
What The Role Is All About:
  • Create and implement your business plan in collaboration with the Regional Vice-President, for your assigned geographic territory.
  • Identify and pursue new business opportunities through proactive sales calls to new and existing investment advisors by uncovering and developing opportunities through proactive sales calls and utilizing conceptual selling techniques.
  • Advise & give value-add ideas about Skyline products & services to support advisors in an ever-changing business environment by initiating proactive sales calls to build a sales partnership with advisors in your territory.
  • Provide ongoing support to dealers & brokers regarding market & fund performance, as well as review portfolio profiles
What Are The Qualifications:
  • Post-secondary degree is required.
  • Successful completion of a financial services industry program course is required: CSC or CFA Level I.
  • A willingness to pursue new and creative ideas, the motivation to achieve results, dedicated & energetic, strong communication skills – both verbal & written.
  • An interest and curiosity in capital markets and how they relate to the fund industry.
  • Completion of the CFA, CFP or CIM would be an asset but not required.
  • Knowledge of French and English is required to support Investment advisors and Portfolio managers and Team members within and/ or outside the province of Quebec.
What we look for:
  • Passion - for investment management, finance and economics.
  • Professionalism - it means so many things, but to us it's about taking pride in the quality of service we provide to our customers.
  • Personality - you're the individual with a great sense of humour that everyone wants to talk to! Not only do you know how to make a positive first impression, you know how to make it last. 
  • Drive - you're a seasoned traveler who knows that being in front of an investor is one of the best ways to communicate. You’re also not afraid to pick up the phone or present to an audience. 
  • Diligence - you understand that being thorough is crucial when tracking sales activities and you have experience with Client Relationship Management (CRM) tools like Salesforce.
  • Knowledge - of exempt market investments and proven experience in providing financial advice. You also have the ability to problem solve and plan effectively and independently.
  • Experience - at least 3 years related investment management experience.
Why you want to work here:
  • You are the epitome of a people person and much like your humble demeanor, providing excellent customer service comes second nature to you.
  • Relationships are important to you and you know how to build trust especially over the phone and face to face.
  • You are eager to help build a business you believe in and fiercely driven to make your mark in a competitive industry.
  • You get a thrill from working with a great team and enjoy collaborating with others.
  • Schmoozing is fun for you and sharing your love of our exempt market products with others is why you get out of bed in the morning.
  • Working for a growing company that supports environmental stewardship and social responsibilities is a must for you. Learn more about our sustainability commitments here .
  • You want to work for an employer that supports work-life balance and truly cares that you are fulfilled in your life.

Skyline is a capital management company that acquires, develops, and manages real estate properties and clean energy assets, and offers them as private alternative investment products.

We offer our employees competitive pay, benefits, paid volunteer day, on-going training, growth potential and so much more. Our workplace culture empowers staff at all levels to become involved in supporting and building vibrant communities. 

Vacancy posted 6 days ago
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