Inside Sales Representative
Scotiabank
- Montreal, QC
- Permanent
- Full-time
- Partner with the Wholesaler to drive sales within the specified territory and achieve annual sales targets.
- Prospect, develop client relationships and initiate sales mostly by phone, as well as virtual meetings, webinars, emails, and client activities.
- Identify and populate information within the CRM in a timely basis, as information and data are primary drivers of business strategy.
- Share ideas and success stories with the Dynamic Sales Team in a variety of ways, including team meetings, sales collaboration tools and national sales calls.
- Align with Business Controls and Compliance to maintain sales activities and communication that are within our guidelines.
- Keep an archive of all the relevant information pertaining to the products, policies, procedures, and rules for dissemination to the clients.
- Collaborate with members of the team to determine priorities and tasks to be completed.
- Work closely with internal partners to understand the information pertaining to IIROC and MFDA firms/dealerships.
- Participate in special projects, departmental and project group meetings, and sharing feedback when needed.
- Escalate client issues to RVP's and appropriate department(s) when needed.
- Work with the wholesaler in developing a strategic business plan each fiscal year and conduct a quarterly review to ensure benchmarks and goals are aligned.
- Incumbents must adhere to Scotiabank Global Sales Principles and understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Minimum bachelor's degree in a field such as Commerce, Finance, Business Administration.
- CSC or IFIC certification.
- Minimum 3 years of experience within the Financial Services Industry.
- Super collaborator with impeccable communications skills in English and French.