A Wealth of Opportunity awaits you at Dynamic Funds You will have the opportunity to...
Partner with the Wholesaler to generate sales and develop new business.
Use daily phone contact with Advisors to build relationships and increase sales of Dynamic Funds.
Assist Advisors with business building ideas, competitor analysis and tax planning strategies.

Key Responsibilities:
Support the Wholesaler by promptly following up on meetings, road shows, events and web casts;
Initiate phone contact with clients to begin or expand on existing relationships (Minimum 20 contacts a day);
Keep an archive of all the relevant information pertaining to the products, policies, procedures and rules for dissemination to the clients;
Ensure regional events and road shows are well attended by using outbound call campaigns;
Occasionally, some representatives will travel and arrange their own individual meetings. Will be required to attend meetings with the wholesaler at least once a month;
Collaborate with the Sales Associate to determine priorities and tasks to be completed;
Make daily Purchase and Redemption calls to clients in order to identify trends, prospects and first time tickets;
Create broadcast emails with pertinent marketing and product information to advisors via SEIBEL filters and share with the sales department;
Data Mine using the Diagnostic Selling Process & Populate the CRM system (Seibel) with all the information retrieved during phone calls and surveys;
Participate in national, regional, departmental, and project group meetings, sharing feedback and information;
Assist wholesaler in the segmentation of the client base to define the service levels and to ensure sales from various distribution channels and firms (250-400);
Act as a liaison with the Product Managers in order to set up Manager meetings, conferences calls and web casts;
Assist wholesaler in developing a strategic business plan for the year and review it quarterly with the team to increase sales from advisors in our territory;
Escalate client issues to appropriate department and your wholesaler; and
Involved in special projects as required.

Skills and Experience:
Minimum Bachelors degree in a field such as Commerce, Finance, Business Administration;
CSC or IFIC certification;
CFP or CIM;
Minimum 5+ years of sales experience; and
Minimum 5+ years of management experience and managing a territory.

As the successful candidate you will have the opportunity to:
Be part of an industry recognized leader in the wealth management business;
Be a participant in a variety of community involvement programs;
DundeeWealth - 12 months ago