Job Description
On-site presence is required three days per week (Tuesday, Wednesday, and Thursday)
As a territory sales coordinator, you will assist in the business development efforts of the wholesaling teams and will Report to the Regional Vice-President but provide support to the Regional Sales Director with multiple tasks focused on territory management. You assist members and clients and help maintain business relationships. You carry out sales, sales support and client relations activities for specific products and services or in response to information requests in accordance with current practices, tailoring your approach as needed. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. More specifically, you will be required to:
Facilitate access to Investment Advisors and branches within the defined sales territory, working closely with them to en...