Dynamic Inside Sales Representative Role

Elevate your sales career with Dynamic Funds as an Inside Sales Representative focused on building client relationships. Leverage your communication skills while working predominantly via phone to boost sales performance.

At Dynamic Funds, a subsidiary of Scotiabank, you'll play a critical role in the sales team. Your responsibilities include collaborating with Wholesalers, initiating client contact, and utilizing effective outreach strategies. With your keen understanding of market trends and competition, you'll drive business growth while managing existing client portfolios.

Key Responsibilities:

• Support Wholesalers by following up on meetings and events

• Initiate 20 daily phone contacts to enhance client relationships

• Maintain comprehensive product and policy information

• Ensure event attendance with targeted outbound calls

• Data Mine and populate CRM with call insights

Requirements:

• Bachelor’s degree in Commerce, Finance, or Business Administration

• CSC or IFIC certification; CFP or CIM preferred

• 5+ years of sales experience

• 5+ years of management experience

• Bilingualism is a plus

Utilize your sales expertise and client engagement skills in this rewarding Inside Sales Representative role.
#J-18808-Ljbffr