Business Development Representative responsible for cold outreach and warm leads engagement with mid and large businesses. Supporting sales team by qualifying leads and achieving revenue objectives.
About the role
- Business Development Manager developing strong business relationships for AGF Management. Focused on client satisfaction and sales growth in the Retail Distribution sector.
Responsibilities
- Collaborate with the Regional Vice-President & Regional Sales Manager to increase sales and market share of AGF products, by conducting proactive outbound sales calls with new and existing clients
- Proactively, or when requested, provide support to dealers and brokers on the market and fund performance and management strategies
- Support the Regional VP Sales and Regional Sales Manager by providing clients and prospective clients with product information and materials as required
- Participate in AGF branch visits, client seminars, branch presentations, road shows, conferences, and industry events
- Conduct regional market research on organizations and people to identify emerging needs and new sales opportunities
- Monitor sales activity within the territory to identify trends and provide suggestions to clients in order to retain assets
- Establish and maintain strong internal and external relationships to allow for the identification, optimization, and realization of sales
- Support the building of sales and client relationships through the booking of client meetings primarily for the Regional Vice-President Sales and for the Regional Sales Manager
- Effectively utilize provided sales tools including technology (CRM, Leads Module) to best achieve required business results
- Keep abreast of changes in the market and incorporate that knowledge into conversations with advisors
- Stay current with competition and effectively communicate advantages and opportunities when presented with competitive situations
- Maintain up to date client information in the CRM database
- Ensure compliance and governance procedures are adhered to with respect to expense management and other regulated aspects of the job
Requirements
- Bachelor's degree in finance or related field
- Strong asset to have financial industry experience, preferably as a Sales Coordinator or Business Development Manager
- Knowledge of Salesforce.com a strong asset
- Strong computer and phone skills, including Microsoft Office (word, excel, power point)
- Developed presentation skills and telephone skills
- Ability create and maintain client relationships
- Strong communication skills, both written and verbal
- Strong organizational skills
- Excellent interpersonal, judgment & decision-making skills
- Self-motivated and ability to be a great team player
Benefits
- Comprehensive and competitive total rewards package
- Health insurance
- Retirement savings plans
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