Regional sales director, Wholesaler at Desjardins Group — NeverHard
Regional sales director, Wholesaler at Desjardins Group in Canada. Skills: Business Development, CRM, Excel, Financial Services, Relationship Management. Apply on NeverHard.
Company
Desjardins Group
Location
Canada
Type
contract
Required skills:
Business Development
CRM
Excel
Financial Services
Relationship Management
Sales
As Regional Sales Manager - Wholesaler, you have a solid knowledge of the financial services industry and Desjardins Investments products and services to proactively sell and support the investment advisor community in the assigned territory. You are responsible for generating new sales, while focusing on maintaining assets under management. You will develop and maintain relationships with independent financial advisors. In partnership with the Regional Sales Consultant, you design and implement the territory's executive plan to meet and exceed sales and business objectives.
Responsibilities
Conduct proactive one-on-one sales meetings using a consultative sales approach to identify needs, issues or opportunities to position the rightinvestment solution
Implement a territorial business plan focused on deepening relationships with existing clients and engaging in prospecting activities to expand the reach of Desjardins Investments
Consistently meet and exceed minimum activity and sales targets
Consistently demonstrate effective prospect management and prioritization and territory coverage
Maintain solid knowledge of Desjardins investment solutions, competition and financial markets
Effectively utilize sales tools provided, including technology (CRM, conduct, track and analyze effectiveness/impact of targeted sales campaigns using EXCEL, hypothetical illustration tools, financial calculators and WebEx presentations)
Conduct business development activities such as presentations at branch meetings, advisor and investor seminars, participate in dealer conferences
Represent Desjardins Investments at industry events
Collaborate with the Regional Sales Advisor through effective ongoing
What we offer
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 and telework equipment
Benefits apply based on eligibility criteria.
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What you bring to the table
Bachelor's degree in a related field
A minimum of six years of relevant experience, including five years in sales
Successful completion of the Investment Funds in Canada (IFIC) course
Successful completion of the Canadian Securities Course (CSC)
Knowledge of French is required
Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
Knowledge of the financial services industry
Working knowledge of applications (Microsoft Word, Excel and Outlook)
Available for frequent travel within the Greater Montreal area
Action oriented
Customer Focus
Differences
Interpersonal Savvy
Nimble learning
Persuades
Strategic mindset
Equity
Diversity
Inclusion
Accessibility
At Desjardins, we believe in equity, diversity and inclusion. We’re committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Trade Union (If applicable)
Job Family Life and health insurance (FG)
About Desjardins
Desjardins Group is the largest cooperative financial group in North America. We’re the choice for over 52,000 employees and we’re named one of Canada’s top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.
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