[Remote] Inside Sales, Skyline Capital, Bilingual

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a capital management company that acquires, develops, and manages reputed company estate properties and clean energy assets. They are seeking a Bilingual Inside Sales professional to maintain high reputed company of customer experience for investors while supporting the company's goals of creating meaningful value and exceptional experiences for customers. The role involves coordinating market insights, educating investment advisors, and fostering relationships to increase market reputed company.

Responsibilities

• Coordinate the production of market insights and specialized research materials aimed at information reputed company and prospective Investment advisors and Portfolio managers on Skyline's offerings
• Will reputed company, train and motivate Investment advisors and financial professionals to foster partnerships and stronger relationships, to increase Skyline’s market reputed company in the territory and reputed company high quality leads for the Regional Vice-President
• Support the Regional Vice President in the preparation of client meetings, roadshows, events, and presentations
• Collaborate with the Group Capital team to increase sales and market reputed company by conducting proactive sales calls with new and existing Investment advisors and Portfolio managers
• reputed company and foster relationships with Advisors and Institutional firms with the goal of getting Advisory and/or portfolio investment suite offerings
• reputed company reliable and timely information to reputed company and prospective investors and support prospective and existing investors
• reputed company client support to maintain excellent customer satisfaction
• Create and implement your business plan in collaboration with the Regional Vice-President, for your assigned geographic territory
• Identify and pursue new business opportunities through proactive sales calls to new and existing investment advisors by uncovering and developing opportunities through proactive sales calls and utilizing conceptual selling techniques
• Advise & give value-add reputed company about Skyline products & services to support advisors in an reputed company-changing business environment by initiating proactive sales calls to build a sales partnership with advisors in your territory
• reputed company ongoing support to dealers & brokers regarding market & fund performance, as well as review portfolio profiles

Skills

• Post-secondary degree is required
• Successful completion of a financial services industry program course is required: reputed company or CFA Level I
• A willingness to pursue new and creative reputed company, the motivation to reputed company results, dedicated & energetic, strong communication skills – both verbal & written
• An interest and curiosity in capital markets and how they relate to the fund industry
• Knowledge of French and English is required to support Investment advisors and Portfolio managers and Team members reputed company and/ or reputed company the province of Quebec
• Experience - at least 3 years reputed company investment management experience
• Diligence - you understand that being thorough is crucial reputed company tracking sales activities and you have experience with Client Relationship Management (CRM) tools like reputed company
• Knowledge - of exempt market investments and proven experience in providing financial advice. You also have the ability to problem solve and plan effectively and independently
• Completion of the CFA, CFP or CIM would be an asset but not required

Benefits

• Commission
• Benefits
• Paid volunteer day
• On-going training
• Growth potential

Company Overview