Inside Sales Representative
Beneva
- British Columbia
- Permanent
- Full-time
- Achieve activity and sales targets, including 15 pro-active contacts per day and business planning. Sales activities are done through outbound and inbound communication with advisors.
- Assist in the develop and ongoing management of an annual business plan for the region
- Support the local sales activities of the Business Development Director leads, team meeting, sales events, industry seminars.
- Become an expert in strategies, and individual life products.
- Achieve local sales target.
- Develop strong relationship with advisors and Business Development Managers to ensure clients' expectations are always exceeded.
- Responsible for updating daily activities on the time management system.
- Develop a daily call plan to ensure sales activities are met.
- Promote Beneva's brand, the products and high-quality service.
- Carry out any other task, as required
- College degree in a related field is an asset.
- Strong relationship building and interpersonal skills.
- Strong active listening skills — an entrepreneurial approach is key to the role
- Successful completion of industry related courses such CFP, CLU. Must be willing to complete LLQP.
- Strong knowledge of mutual fund and segregated funds
- Solid knowledge of financial services industry overall
- Coachable and open to ongoing sales training
- Excellent command of spoken and written English, French would be an asset.