Business Development Consultant -GWS
Core
Proactively engage financial advisors and field staff to sell guaranteed wealth solutions including segregated funds, annuities, and GICs.
Role type
Business Development Consultant (Internal Wholesaler)
Builds
Sales of segregated funds, annuities, and GICs for mass market clients
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
proactive sales, cold calling, relationship building, consultative selling, sales campaign execution, Salesforce proficiency
Preferred skills
bilingualism, knowledge of retirement income planning, intermediate Excel skills, innovative marketing, problem-solving
Responsibilities
make outbound calls to financial advisors, gather intelligence on advisor practices, support advisors in positioning products, execute sales campaigns, maintain advisor profiles in Salesforce
Seniority
Entry to Mid-level, sales-focused IC