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Company:
AGF Investments
Location:
CA -
Toronto
Category:
Marketing
Posted: June 19, 2024
About the Team:
The Retail Sales Department is responsible for servicing our clients by providing value add solutions and an exceptional client experience.
The team values innovation, leadership, and personal commitment.
Our growth and success are the direct result of our employees' commitment and dedication, and our disciplined approach to investing.
About the Role:
You will build strong and lasting business relationships with our clients by identifying, selling and cross-selling opportunities, and measuring client satisfaction.
You are a great team player, and an energetic, motivated, and articulate sales professional.
You are passionate about markets and excited to make an impact on AGF's overall customer satisfaction.
If this reflects you and your experience, join us and you will have the opportunity to build an exciting and evolving career.
Your Responsibilities:
• Collaborate with the Regional Vice-President & Regional Sales Manager to increase sales and market share of AGF products, by conducting proactive outbound sales calls with new and existing clients
• Proactively, or when requested, provide support to dealers and brokers on the market and fund performance and management strategies, portfolio manager philosophies/styles/processes as well as portfolio profiles, value added programs, products and company updates, and industry trends
• Support the Regional VP Sales and Regional Sales Manager by providing clients and prospective clients with product information and materials as required
• Participate in AGF branch visits, client seminars, branch presentations, road shows, conferences, and industry events
• Conduct regional market research on organizations and people to identify emerging needs and new sales opportunities, sharing same with team members
• Monitor sales activity within the territory to identify trends and provide suggestions to clients in order to retain assets
• Establish and maintain strong internal and external relationships to allow for the identification, optimization, and realization of sales
• Support the building of sales and client relationships through the booking of client meetings primarily for the Regional Vice-President Sales and for the Regional Sales Manager, as required
• Effectively utilize provided sales tools including technology (CRM, Leads Module) to best achieve required business results
• Keep abreast of changes in the market and incorporate that knowledge into conversations with advisors.
Stay current with competition and effectively communicate advantages and opportunities when presented with competitive situations.
• Maintain up to date client information in the CRM database
• Ensure compliance and governance procedures are adhered to with respect to expense management and other regulated aspects of the job
• Provide effective product and sales support to cultivate relationships and drive sales
• As required, and approved by the Retail Vice-President Sales and District Vice-President participate in and/or lead client visits Your Qualifications:
• Bachelor's degree in finance or related field
• Strong asset to have financial industry experience , preferably as a Sales Coordinator or Business Development Manager
• Knowledge of Salesforce.com a strong asset
• Strong computer and phone skills, including Microsoft Office (word, excel, power point)
• Developed presentation skills and telephone skills
• Ability create and maintain client relationships
• Strong communication skills, both written and verbal
• Strong organizational skills
• Excellent interpersonal, judgment & decision-making skills
• Self-motivated and ability to be a great team player Additional Strengths you may bring to the role:
• Successful completion of IFIC and CSC or equivalent
• Thorough knowledge of the securities industry and particularly of the stock and bond markets and how they relate to mutual funds
The Retail Sales Department is responsible for servicing our clients by providing value add solutions and an exceptional client experience.
The team values innovation, leadership, and personal commitment.
Our growth and success are the direct result of our employees' commitment and dedication, and our disciplined approach to investing.
About the Role:
You will build strong and lasting business relationships with our clients by identifying, selling and cross-selling opportunities, and measuring client satisfaction.
You are a great team player, and an energetic, motivated, and articulate sales professional.
You are passionate about markets and excited to make an impact on AGF's overall customer satisfaction.
If this reflects you and your experience, join us and you will have the opportunity to build an exciting and evolving career.
Your Responsibilities:
• Collaborate with the Regional Vice-President & Regional Sales Manager to increase sales and market share of AGF products, by conducting proactive outbound sales calls with new and existing clients
• Proactively, or when requested, provide support to dealers and brokers on the market and fund performance and management strategies, portfolio manager philosophies/styles/processes as well as portfolio profiles, value added programs, products and company updates, and industry trends
• Support the Regional VP Sales and Regional Sales Manager by providing clients and prospective clients with product information and materials as required
• Participate in AGF branch visits, client seminars, branch presentations, road shows, conferences, and industry events
• Conduct regional market research on organizations and people to identify emerging needs and new sales opportunities, sharing same with team members
• Monitor sales activity within the territory to identify trends and provide suggestions to clients in order to retain assets
• Establish and maintain strong internal and external relationships to allow for the identification, optimization, and realization of sales
• Support the building of sales and client relationships through the booking of client meetings primarily for the Regional Vice-President Sales and for the Regional Sales Manager, as required
• Effectively utilize provided sales tools including technology (CRM, Leads Module) to best achieve required business results
• Keep abreast of changes in the market and incorporate that knowledge into conversations with advisors.
Stay current with competition and effectively communicate advantages and opportunities when presented with competitive situations.
• Maintain up to date client information in the CRM database
• Ensure compliance and governance procedures are adhered to with respect to expense management and other regulated aspects of the job
• Provide effective product and sales support to cultivate relationships and drive sales
• As required, and approved by the Retail Vice-President Sales and District Vice-President participate in and/or lead client visits Your Qualifications:
• Bachelor's degree in finance or related field
• Strong asset to have financial industry experience , preferably as a Sales Coordinator or Business Development Manager
• Knowledge of Salesforce.com a strong asset
• Strong computer and phone skills, including Microsoft Office (word, excel, power point)
• Developed presentation skills and telephone skills
• Ability create and maintain client relationships
• Strong communication skills, both written and verbal
• Strong organizational skills
• Excellent interpersonal, judgment & decision-making skills
• Self-motivated and ability to be a great team player Additional Strengths you may bring to the role:
• Successful completion of IFIC and CSC or equivalent
• Thorough knowledge of the securities industry and particularly of the stock and bond markets and how they relate to mutual funds
Read the full job description and apply online on the recuiter's web-site
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