Sales Specialist in Investment Products
Job Description & How to Apply Below
As part of the Investments and Retirement team, your expertise will support analytics and tools for clients in Canada and the US. You’ll assist in identifying target organizations for sales outreach, manage CRM activities, and actively engage in product demonstrations. This role is crucial for client onboarding and collaboration on legal contracts for sales opportunities.
Key Responsibilities:
• Support client sales initiatives for Canadian and US markets
• Transition to a quota-carrying sales responsibility
• Facilitate Mercer Insight sessions for clients
• Manage CRM entries and sales pipelines
• Collaborate on contracts with sales and legal teams
Requirements:
• BA/BS degree in business or finance preferred
• 5-7 years of relevant industry experience
• Strong analytical and problem-solving skills
• Mastery of MS Office suite, especially Excel
• French skills advantageous
Bring your investment expertise to Marsh and make a significant impact in the financial sector.
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