Outside Sales Representative growing United Rentals equipment - rental revenue across Calgary - area facilities and construction sites. Building customer relationships, prospecting accounts, and managing sales pipelines.
About the role
- Territory Sales Coordinator supporting Desjardins investment-product sales, reporting, and territory management in Toronto. Coordinating advisor relationships, marketing activities, and client support in a hybrid role.
Responsibilities
- Assist wholesaling teams with business development efforts
- Work closely with the national inside sales manager on sales reporting and territory management
- Assist members and clients and maintain business relationships
- Facilitate access to Investment Advisors and branches within the defined sales territory
- Schedule and confirm one-on-one meetings and branch presentations
- Respond to basic inquiries from advisors and maintain current CRM records
- Maintain regular contact with Investment Advisors via telephone, mail, email, FAX, and conference calls
- Plan and organize client appreciation events with Marketing
- Assist RSD/RSC in strengthening relationships through business promotion activities
- Administer dealer support requests and manage the co-op marketing process
- Ensure compliance with National Instrument 81-105 Mutual Fund Sales Practice Rules and Desjardins policies and procedures
- Coordinate sales and marketing activities, service issues, meeting preparation, promotional items, marketing materials, and sales lead follow-up programs
- Assist with investment proposals, portfolio comparisons, and product comparisons
Requirements
- College diploma in a related field
- Other combinations of qualifications and relevant experience may be considered
- IFIC mutual funds course or CSC
- Basic knowledge of business, sales and/or marketing
- Basic knowledge of the investment industry
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- Situational adaptability
Benefits
- 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
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses
- Telework equipment reimbursement
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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