Inside Wholesaler - Associate Business Development

Oak Hill Financial - Toronto, ON (30+ days ago)

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Description

The Associate Business Development role is responsible for generating sales of investment products (institutional hedge funds) through financial wealth managers. Reporting into the President of Oak Hill Financial, the Inside Wholesaler is responsible for maximizing sales into Investment Advisors and Financial Planners in their territory.

KEY ACCOUNTABILITIES:

Sales & Channel Support

The Associate Business Development develops new business for retail investment funds through a variety of outbound sales activities in an assigned region.
Conducts background information and research, proactive sales calls to assigned brokers/dealers and fund specific call campaigns directed towards the broker/dealer.
Develops relationships with the broker/dealer community in an assigned region and maintains regular contact, informing them of all significant changes to retail investment products and relevant news.
Champions all opportunities to enhance financial advisors’ awareness and knowledge of retail investments products.

Relationship/Channel Management

The Associate represents Oak Hill Financial at various trade shows, conferences and retail seminars for the promotion of retail investment products to financial advisors
Assists in booking sales meetings with brokers/dealers and with other region specific activities.
Addresses any questions or requests made by retail investment supporters and helps them with any administrative problems that may arise.

Job Requirements
Existing relationships and experience required
University Degree
CSC/CIM
Industry sales experience required
Strong presentation skills required

At our company working with us means being part of a team of talented and passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.

To find out more visit our website at www.oakhillfinancial.ca

Oak Hill Financial is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Job Type: Full-time

Experience:

  • sales: 1 year (Required)