Become a Sales Support Representative specializing in inside sales for financial advisors. Drive business development through proactive engagement and strategic outreach in this commission-based role.
In this position, you'll prospect new advisor opportunities, qualify leads, and schedule essential meetings with the District Vice President. Efficient follow-up calls, organizing advisor events, and utilizing analytics tools will keep your pipeline thriving and well-managed for optimal effectiveness.
Key Responsibilities:
• Support initiatives through proactive inside sales activities
• Identify and qualify new opportunities among financial advisors
• Conduct follow-up calls to maintain sales momentum
• Respond to inquiries about product details and processes
• Collaborate on materials and presentations for sales meetings
Requirements:
• University Degree necessary
• Preferred completion of the Canadian Securities Course
• 3+ years providing sales support...