Description:
Job Description
Purpose Investments is looking for an Inside Sales Representative to join our sales team. The ideal candidate is a self-starter, highly motivated, and thrives working in a fast-paced, team environment. If you are passionate about building relationships and delivering an unmatched experience for your clients and have the desire to be a part of a growing firm and entrepreneurial environment, we would love to hear from you.
What will you do?
- Create and implement a business plan in collaboration with your Wholesaler partner in the assigned territory.
- Support the Wholesaler by proactively following up on meetings, road shows, events, and webcasts.
- Initiate phone and digital contact with clients and potential clients to expand relationships.
- Provide valuable advice and information regarding Purpose products and services in order to support advisors in a continuously changing business and environment.
- Effectively provide ongoing support to both dealers and brokers with respect to fund & market trends as well as review portfolio profiles.
- Update daily call activities and maintain accurate advisor records within CRM (Salesforce) in a timely manner.
- Maintain an up-to-date and thorough understanding of all Purpose Funds, market trends, and industry best practices.
Qualifications
Who are you?
- 3+ years of experience in financial services industry in a similar sales capacity
- Strong knowledge of the fund industry
- Excellent communication skills, with proven ability to excel in verbal and written communications
- Strong time management and organization skills
- Team player with proven ability to collaborate in a fast-paced environment
- Technology savvy
- Experience with CRM is a must (Salesforce is a major asset)