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Senior Manager Inside sales

Apply now Job ID 43586103216 Date posted 01/24/2023

Primary Locations: Montreal, Quebec

Attendance: Hybrid

Employee Status: Regular

Schedule: Full-time


Being Senior manager of inside sales at National Bank Investments means exercising your leadership to develop the full potential of your team and help them meet their territory business objectives.

You will focus on providing ongoing professional development & motivating inside sales representatives to continuously improve on sales targets and client relationships.

You will leverage your positive, engaging, and collaborative leadership style to succeed.

Your role:

  • Motivate and coach members of your team with the goal of enhancing engagement and retaining and developing talent
  • Ensure that the call activity targets are met, delegated tasks, attendance and overall effectiveness within the teams are achieved
  • Monitoring and evaluation of phone calls and email communications for the purpose of training, coaching, quality control and Inside Sales’ development
  • Improve interrelationships between Wholesalers, Insides Sales and Business Development Associates
  • Ensure quality control of Salesforce data entry as well as email campaign follow up execution
  • Develop product scripts with ongoing improvements for both retention of assets and prospecting new clients
  • Work in collaboration with Financial Communications and Marketing teams on digital, e-mail and web campaigns
  • Act as a conduit between internal partners (Financial Communications, Marketing, Strategic Sales Support etc..) and sales team to provide perspective/feedback on sales initiatives and overall strategic direction
  • Create a continuous product training program to improve product/industry knowledge that is consistent and aligned with National Sales Meetings and competitive standards
  • Provide personalized coaching to members of your team to increase their knowledge and develop their skills and versatility

The position reports to the regional Vice-president of Eastern Canada and is based out of the Montreal office. You will have under your leadership two inside sales representatives’ teams who are proving support to financial advisors.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.


Competencies required:

  • Bachelor's degree in administration, or in a related field and five years of relevant experience,
  • Financial designation (IFIC, CSC, PFP, CFA or Fellow from CSI), an asset
  • Experience in sales and business development
  • Experience in coaching and training
  • Excellent knowledge of sales techniques
  • Good knowledge of the financial environment and industry, more specifically the mutual fund industry
  • Strong communication and presentation skills
  • Fluent in English and French for dealing with English-speaking partners

Your benefits: 

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Initiatives promoting community involvement
  • Telemedicine service
  • Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. 

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first : 

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives.

Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. 

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

 Ready to live your ambitions?
#LI-MEP1



Particular Condition:The incumbent will be required to do some travel throughout the assigned region, i.e. Eastern Canada.

JobField: Wealth Management

Unposting Date: 2023-02-07

Job Number: ADV002C5

Posting Date: 2023-01-24

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