Note: The job is a remote job and is open to candidates in USA. Skyline Group of Companies is a capital management company that acquires, develops, and manages real estate properties and clean energy assets. They are seeking a Bilingual Inside Sales professional to maintain high levels of customer experience for investors while supporting the company's goals of creating meaningful value and exceptional experiences for customers. The role involves coordinating market insights, educating investment advisors, and fostering relationships to increase market share.
Responsibilities
- Coordinate the production of market insights and specialized research materials aimed at information current and prospective Investment advisors and Portfolio managers on Skyline's offerings
- Will educate, train and motivate Investment advisors and financial professionals to foster partnerships and stronger relationships, to increase Skyline’s market share in the territory and develop high quality leads for the Regional Vice-President
- Support the Regional Vice President in the preparation of client meetings, roadshows, events, and presentations
- Collaborate with the Group Capital team to increase sales and market share by conducting proactive sales calls with new and existing Investment advisors and Portfolio managers
- Develop and foster relationships with Advisors and Institutional firms with the goal of getting Advisory and/or portfolio investment suite offerings
- Provide reliable and timely information to current and prospective investors and support prospective and existing investors
- Provide client support to maintain excellent customer satisfaction
- Create and implement your business plan in collaboration with the Regional Vice-President, for your assigned geographic territory
- Identify and pursue new business opportunities through proactive sales calls to new and existing investment advisors by uncovering and developing opportunities through proactive sales calls and utilizing conceptual selling techniques
- Advise & give value-add ideas about Skyline products & services to support advisors in an ever-changing business environment by initiating proactive sales calls to build a sales partnership with advisors in your territory
- Provide ongoing support to dealers & brokers regarding market & fund performance, as well as review portfolio profiles
Skills
- Post-secondary degree is required
- Successful completion of a financial services industry program course is required: CSC or CFA Level I
- A willingness to pursue new and creative ideas, the motivation to achieve results, dedicated & energetic, strong communication skills – both verbal & written
- An interest and curiosity in capital markets and how they relate to the fund industry
- Knowledge of French and English is required to support Investment advisors and Portfolio managers and Team members within and/ or outside the province of Quebec
- Experience - at least 3 years related investment management experience
- Diligence - you understand that being thorough is crucial when tracking sales activities and you have experience with Client Relationship Management (CRM) tools like Salesforce
- Knowledge - of exempt market investments and proven experience in providing financial advice. You also have the ability to problem solve and plan effectively and independently
- Completion of the CFA, CFP or CIM would be an asset but not required
Benefits
- Commission
- Benefits
- Paid volunteer day
- On-going training
- Growth potential
Company Overview