Business Development Associate, Sales

Reporting directly to the Senior Vice President, National Sales & Distribution, the Business Development Associate, Sales is a strategic partner working as part of a sales team to achieve and exceed a specific sales target from a select channel of Investment Advisors within a defined sales territory.

DUTIES AND RESPONSIBILITIES

Sales Activities

• Work in partnership with the VP, Sales supporting and implementing their sales strategy and follow-up programs
• Focus on generating sales, target attainment, working with IIROC and MFDA advisors in a predetermined sales territory
• Identifying new business opportunities, establishing relationships accordingly and responding to the specific needs of new and existing clients.
• Conducting 75-100 outbound calls per week
• Participation in weekly sales team meetings providing insights from your region, with a focus on assisting the team to achieve its sales goals
• Provide product feedback, marketing and competitive intelligence and sharing sales and product ideas with the Sales and Marketing team.

Administrative Activities

• Prepare sales materials, scheduling road trips and completing follow up
• Scheduling presentation meetings with clients and prospects (in person or virtual)
• Participating in marketing events, dealer/industry conferences, and various campaigns as required and pre-approved
• Asist in the management of territory expenses appropriately, to ensure the territory’s budget is on target - includes co-op, travel, promotional items and entertainment.
• Produce ad-hoc salesforce reports, Morningstar comparisons, competitor analysis
• Update and leverage Salesforce daily to help with data tracking, sales forecasting, budgeting, sales campaigns
• Respond to client inquiries and deliver service in line with company service standards

Requirements

• Proven track record achieving sales targets and driving sales growth
• Technical skills and knowledge: completion of the CSC.CFA/CAIA/CIM, Sales training – Fusion, Sequoia or equivalent are all positives
• Some overtime will be required for the role
• Understanding of capital markets, sales practices, product development, pricing & structuring, industry compensation models
• Minimum of 4 years’ experience in the financial services industry
• Commitment to continuous learning to enhance professional growth and effectiveness within the Starlight Capital Sales Team
• Education level: University / College Degree or equivalent experience in the investment industry