Business Development Associate

Role Overview

• Work closely with the outside wholesaler (Regional Sales Manager) and inside wholesaler (Regional Sales Representative)
• Manage activity for the territory
• Clear the path & support on wholesale opportunities by sorting, prioritizing and responding to incoming advisor inquiries
• Follow up with key contacts to maintain advisor confidence in sales process
• Report on Salesforce opportunities, segmentation & activity management and in COGNOS reporting on sales results
• Prepare for special events and campaigns
• Implement operational and sales support tactics
• Facilitate weekly team meetings with a prepared agenda to elicit collaboration and efficiency within territory
• Ensure data integrity by inputting and maintaining advisor related information in CRM database, Salesforce
• Provide general administrative support
• Participate and attend sales conferences and meetings

Requirements

• Completed post-secondary education, Commerce (or related) degree
• Completing, completed, or strongly motivated to complete CSC/IFIC certification
• Experience in sales or hospitality industries
• Strong communication skills and client-facing experience
• Focused on building strong, collaborative relationships
• Strong organizational skills, ability to prioritize, and meet deadlines
• Goal-oriented and passionate about learning various sales processes

Tech Stack

• Cognos

Benefits

• Opportunities for career advancement
• Access to industry-leading learning programs
• Up to $2,000 annually towards education reimbursement
• Flexible health and dental benefits
• $5,000 mental health benefit to support your well-being
• Regular vacation and personal days
• Volunteer day for community involvement
• Company-matching pension plan
• Share ownership program
• Additional investment options
• Employee recognition programs
• Service milestone celebrations
• Employee discounts