Sales - Sales Representative - Inside Sales

As a Regional Sales Consultant, Inside sales, you utilize strong knowledge of financial services industry, Desjardins Investments products and services to proactively sell and support the Investment Advisor community within the assigned territory(ies). The key responsibility is to enhance and cultivate new sales while focused on retaining AUM. In partnership with the Regional Sales Director, design and implement territory business plans to reach and surpass sales and activity targets. Utilize strong knowledge of financial services industry, Desjardins Investments products and services to proactively sell and support the Investment Advisor community within the assigned territory(ies). The key responsibility is to enhance and cultivate new sales while focused on retaining AUM. In partnership with the Regional Sales Director, design and implement territory business plans to reach and surpass sales and activity targets. You help build and maintain business relationships with members and clients. You drive results by reviewing complex requests and helping promote and sell products and services based on client needs and your unit's business objectives and strategies. Conduct proactive outbound sales calls following a consultative sales approach to identify needs, problems or opportunities in order to position the right investment solution and deliver strong telephone sales presentations
Meet minimum telephone contact standards and booked meeting standards
Demonstrate effective management and prioritization of leads, timely RSD meeting follow-up and case work (illustrations, proposals and portfolio optimization)
Support featured sales campaigns by incorporating them into business plans and modifying activities as needed
Utilize provided sales tools including technology (CRM, Perform, track and analyze the effectiveness/impact of targeted sales campaigns using EXCEL, Hypothetical Illustration Tools, financial calculators and WebEx presentations)
Partner with Regional Sales Director through effective and ongoing communication and territory planning
Competitive salary and annual bonus

• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Reimbursement of health and wellness expenses and telework equipment
• Bachelor's degree in a related field

Sales experience in the financial services industry
Advance knowledge of business desktop applications Microsoft Word, Excel and Outlook
Available for travel to support territory sales efforts
Available to work Monday to Friday from 10:00 AM - 6:00 PM and 9:00 AM-5:00 PM
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning, Persuades, Resilient Curious about Desjardins ? At Desjardins, we believe in equity, diversity and inclusion. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Member/client sales and service (FG) Unposting Date