• Manage a defined territory within Canada to generate sales and develop new business.
• Lead by establishing long lasting relationships, servicing existing clients and prospecting for new ones.
• Use their in depth knowledge of our products, their practice management skills and their interpersonal skills to increase sales and retain assets. 

Key Responsibilities:

• Arrange one-on-one, group and/or branch meetings with financial advisors to promote company products and services (15 meetings a week);
• Schedule and Host Events, Roadshows and Manager Meetings; 
• Develop a strategic business plan for the year and reviews it quarterly with the team to increase sales from advisors within the territory;
• Segmentation of the client base to define the service levels and to ensure sales from various distribution channels and firms (1-250);
• Maintain and service client relationships using territory rotations in order to increase sales and diversify our product usage;
• Make daily calls to clients who purchase or redeem above the set targets;
• Submit expenses and maintain the overall budget for the defined territory. This includes approving co-op requests, charitable donations, promotional items and quarterly ticket/ meal allocations;
• Data Mine using the Diagnostic Selling Process & Populate the CRM system (Oracle on Demand) with all the information retrieved during meetings;
• Respond to client inquiries and follow up on leads from the ISR;
• Generate and develops new business relationships;
• Present to advisors on new products, business building ideas, and tax-planning strategies;
• Work extensively and within a supportive team environment to meet and/or exceed company sales objectives (Sr. Wholesaler, sales rep & sales associate); and
• Involved in special projects as required.

Skills and Experience:

• Minimum bachelor’s degree in a field such as commerce, finance, business administration;
• Record of progression into roles with increasing responsibility within the financial services industry;
• Minimum 5+ years of sales experience;
• Minimum 5+ years of management experience and managing a territory;
• Completion of CSC and/or IFIC certification;
• Individual contributor who excels in a team environment;
• Basic knowledge of MS Office (i.e. Excel, Word & Outlook);
• Experience working with Customer Relationship Management systems;
• Completion is preferred, but at minimum, the successful candidate must be enrolled in an industry designation program (CIM, CFA, CFP, FOetc.);
• Detail-oriented with strong time-management skills;
• Strong public speaking and presentation skills;
• Ability to keep up-to-date on past, current and future trends in the financial services industry;
• Pro-active, self-starter with the ability to use their initiative in maximizing sales; and
• Ability to travel extensively.