About the role

Inside Sales Associate growing advisor relationships and closing business for PICTON Investments, a Canadian alternative investment manager. Supporting external wholesalers through prospecting, consultative selling, and sales planning.

Responsibilities

Prospect and grow the advisor base
Position PICTON’s strategies using a consultative sales approach
Close new business
Support assigned Vice President, Retail Sales (External Wholesaler)
Develop business plans and identify sales-growth opportunities within assigned territories
Meet and exceed sales-engagement activity targets
Schedule meetings with prospects and existing supporters
Advance sales opportunities through phone and email activities
Provide proactive support and services to existing supporters
Respond to inquiries and coordinate timely follow-up with Wholesaler interactions
Maintain knowledge of and position Alternative Investment solutions, including Hedge Funds and Liquid Alternatives in Canada
Capture client and prospect engagements in CRM with detailed interaction notes
Maintain accurate regional contact records and sales-funnel activity tracking
Participate in team meetings and business-planning sessions

Undergraduate degree in business, finance or related field
Successful completion or progress toward Canadian Securities Course certification
CIM or CFA certifications are considered an asset
2+ years of sales experience in financial services, investment or a related industry
Excellent verbal and written communication skills
Bilingualism in French is an asset
Highly motivated self-starter with an innovative approach to driving sales
Outstanding interpersonal and communication skills
Ability to organize, prioritize and execute individual and team sales plans and activities
Proficiency in Microsoft Office applications
Extensive CRM experience; Salesforce preferred
Willingness to travel occasionally in the future