The Sales Director is responsible for building and maintaining relationships with independent financial advisors to drive sales of investment products. They will also develop and implement regional marketing plans while delivering training on company products and sales strategies.
The Sales Director is responsible for building and maintaining relationships with independent financial advisors to drive sales of investment products. They will also develop and implement regional marketing plans while delivering training on segregated funds, GICs, and sales software.
The Customer Service Representative will act as the primary point of contact for advisors, providing technical support and resolving inquiries via phone and email. They are responsible for documenting interactions in JIRA and ensuring all requests are handled professionally and within established timelines.
You will establish personalized contact with a diverse clientele to identify their needs and sell automobile and home insurance solutions. Additionally, you will ensure compliance with underwriting policies while providing a human-centered customer experience focused on retention.
The Sales Director will build and maintain relationships with Independent Financial Advisors to drive sales of investment products like segregated funds and GICs. They are responsible for developing regional marketing plans, delivering product training, and achieving sales growth objectives.
