Position Details
Drive sales success in the investment space with BMO as an Internal Sales Associate. This hybrid role emphasizes building relationships with investment advisors and delivering strategic sales solutions.
BMO is seeking an Internal Sales Associate to connect with non-affiliated and third-party Advisory intermediaries. In this role, you will collaborate closely with investment advisors to understand their needs and propose effective solutions. Your ability to manage multiple priorities while using Salesforce and CRM systems will be essential to achieving sales objectives and expanding the advisor network.
Key Responsibilities:
• Build relationships with investment advisors and stakeholders
• Propose tailored solutions based on advisor needs
• Collaborate with partnered wholesalers regularly
• Develop business plans to reach sales goals
• Conduct presentations about investment strategies
Requirements:
• Completed Ca...