Manager, Inside Sales

Job Description

• Act as the point of contact and manage the inside sales team and sales support team members.
• Involved in the recruiting and training of new business development managers alongside the Head of Advisor Sales.
• Reporting and analyzing the inside sales teams’ metrics and targets.
• Set up weekly and daily meetings with the inside sales team to discuss challenges, wins, and targets.
• Use of data strategically to manage, coach, and evaluate the team and their effectiveness
• Build a structured sales process to promote client acquisition
• Help motivate and encourage a communicative, collaborative, and positive work environment for the inside sales team.
• Build awareness of the brand and products through consistent contact and the implementation of a sales strategy.
• Take initiative in developing and/or participating in sales strategy development, building campaigns, and other projects/duties as required.
• Develop and share ongoing best practices, sales, and business development ideas and strategies with peers and their advisor relationships.
• Coordinates closely with marketing, product, and wholesalers to gather insights and understand clients' unique needs, market conditions, and competitors.
• Represent Purpose at client events, give presentations at industry events, and support clients at investor seminars.
• Step into business development activities when needed to provide coverage for inside sales team members and their respective territories.

• Minimum of 5 years of experience in the investment industry/financial services as a wholesaler, business development manager, advisor, or similar roles.
• Post-secondary education or equivalent experience.
• Obtaining or attaining industry-specific designations such as CFA, CFP, CIM, CLU, or similar designations.
• Experience specifically with Mutual Funds and ETF products.
• Working knowledge of investment products, tools, and sales concepts.
• Must be keen on being aware of in-depth market trends.
• Strong interpersonal and communication skills
• Ability to network and build solid relationships with clients.
• Demonstrated ability to work within a fast-paced and dynamic environment.
• Previous people leadership experience is a strong asset

• We are one of Canada's Top Small & Medium Employers in '2023 & 2024.
• We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
• We believe in a flexible work structure – A flexible hybrid work model that empowers you to do your best work whether at home or the office.
• We care about your rewards - Competitive compensation including equity program.
• We care about your health – comprehensive group health and dental benefits and life insurance at little to no cost to you, We also offer a Lifestyle Spending Account for all your wellness needs.
• We care about your quality of life - flexible paid time-off policy with unlimited vacation days, and flexible sick and mental health days.
• We care about your family - Paid parental leave for eligible employees with a top-up.
• We care about your future – Generous Group RRSP matching and an optional TFSA program.
• We care about your development – We offer training opportunities and tuition support year-round.

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