As an active member of the Business Development team, the incumbent will source and develop new and existing partnerships with Financial Advisors and/or Mortgage Brokers. This includes supporting and executing on various sales activities, sales campaigns and Business Development and/or Marketing driven initiatives to build sales momentum and contribute to the maximization of gross sales. To be successful in the role, the incumbent must be well-versed in all products and services offered by B2B Bank, including Investment, RSP and TFSA Loans, Mortgages, Banking Services, Deposits and Investment Accounts. This is primarily a phone-driven sales role with some email contact with clients. Some travel is expected, such as industry events, conferences
Proactively promote B2B Bank products and programs to existing and prospective Financial Advisors and Brokers via telephone and email. Prospect clients to provide both product and value added programs, and assist them in selecting B2B Bank products and services that will meet their business needs. Respond to client inquiries, follow-up on sales leads and cross-sell to existing customer base. Qualify sales opportunities for Business Development Managers, aligned by territory, and book meetings and appointments as necessary. In conjunction with the Senior Manager, Inside Sales, conduct market analysis to identify and develop business opportunities for targeted clients in order to increase sales volume. In the absence of a Business Development Manager (BDM), responsible for territory management and the region's sales performance, along with managerial support Work as part of a team in support of sales and marketing activities including, trade shows, conferences, marketing campaigns/promotions and client presentations. Log sales activities daily and capture and maintain accurate and up to date client information in in-house system Develop in-depth knowledge of all B2B Bank products and programs. Remain current on the various legislation, procedures, standards and policies related to the products and services offered by B2B Bank. Communicate information as necessary with clients and Business Development team members. Liaise with various internal departments for problem resolution, including escalations, and enhance overall customer experience. Follow up with necessary parties for sales leads. Achieve sales, asset growth, activity and prospecting goals and targets as assigned.
University Degree in a business or related field, and minimum 2 years of related sales and/or customer service experience within the financial services industry. or College Diploma in a business or related field, and 3 to 5 years of related sales and/or customer service experience within the financial services industry. Completion of Canadian Securities Course (CSC) and/or the Investment Fund Institute of Canada (IFIC) is preferred. Superior sales capabilities and ability to prospect new clients via the phone. Strong listening, interpersonal, verbal and written communications skills are required for the role. Ability to effectively influence, persuade and operate at all levels of the organization, as well as externally. Proficiency with Microsoft Outlook, Excel, Word & Powerpoint, as well as other business applications. Demonstrated ability in core and role specific competencies including: Listening, Results Orientation, Relationship Building, Influencing, Problem Solving and Adaptability. Bilingual (French/English) verbal and written communication skills is an asset.
We welcome and encourage applications from individuals from all groups, including aboriginal, women, visible minorities, and persons with disabilities, regardless of race, ethnicity, sexual orientation, creed, family status, national origin, age and gender. B2B Bank and/or the Laurentian Bank of Canada and their subsidiaries may collect, use or disclose personal information of job candidates for the purpose of establishing an employment relationship. Qualified candidates will be contacted.