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Inside Consultant Sales

Req. #:  14069
Department: Retail Markets - Sales-Western
Location: Vancouver, BC CA
Job Status: Permanent Full-time
Grade:  07
Category: Sales
Description:

The Inside Sales Consultant develops sales and assets under management for Standard Life Money and Investment products; provides both product and value added program support to planner/broker/General Agent clients in an assigned territory while working closely with a Senior Consultant (Wholesaler). Support will be delivered primarily over the telephone or via the Internet from an office location or in the field by one on one or branch presentations.

  • Provide high quality support that demonstrates thorough knowledge of products and value added programs
  • Achieve sales, asset growth, activity and prospecting targets assigned
  • Work with the Senior Consultant (Wholesaler) in the assigned territory to identify and develop potential clients.
  • Create and deliver presentations to targeted clients in the areas of product and value added programs
  • Develop client proposals and scenarios

REQUIREMENTS

  • Bachelor’s degree in a relevant business discipline.
  • Mutual Fund or CSC course.
  • 2 to 5 years of sales experience in the financial services industry preferred.
  • Knowledge of product analysis software (Paltrac) and Microsoft Office suite.
  • Ability to build rapport with clients over the phone.
  • Strong listening and communication skills.
  • A strong desire to learn and keep up with the financial markets
  • Ability to organize, prioritize and execute sales plans.

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Confidentiality of personal information
The personal information gathered on this website is considered strictly confidential and will be used exclusively for recruitment purposes by the Human Resources department at The Standard Life Assurance Company of Canada. Under no circumstances will this information be used for other purposes or forwarded to a third party without the candidate’s authorization.





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