Bilingual Business Development Consultant -GWS
Core
Bilingual Business Development Consultant (Internal Wholesaler) who proactively engages financial advisors via outbound calling to sell guaranteed wealth solutions.
Role type
Bilingual business development consultant (internal wholesaler)
Builds
Segregated funds, annuities, and GICs for financial advisors and their clients
Domain
Financial services / Wealth management
Deliverable
product features
Required skills
Proactive sales, cold calling, consultative selling, relationship building, Salesforce proficiency, bilingual communication (English/French)
Preferred skills
Knowledge of segregated funds, annuities, GICs, retirement income planning, intermediate Excel skills
Responsibilities
Make minimum 60 outbound calls daily to financial advisors, gather intelligence on advisor practices, execute sales campaigns, create actionable plans, maintain advisor profiles in Salesforce
Seniority
Mid-level, sales-focused
