Regional Manager, Inside Sales

About this role

Requisition ID: 243827

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

Purpose

The Regional Manager, Inside Sales is directly responsible for coaching, supervising, and motivating all Inside Sales Representatives (ISRs) within Dynamic's regional offices. The Regional Manager will build and maintain a coaching process focused around the Dynamic sales process, structure and products. This role is crucial for developing talent, ensuring consistent messaging, and broadening B2B relationships with financial advisors and brokers across the country. The end goal being increased sales, market share and assets under management within Dynamic Funds in accordance with Global Sales Principles.

What you will be doing:

Team Leadership & Development

• Maintain and develop coaching/mentorship programs for the Inside Sales team (ISRs). Prioritize coaching initiatives, specifically focused on conducting one-on-one coaching conversations, job shadowing and listening to calls.
• Personal coaching sessions with each ISR to listen, discuss, and review calls. Coaching to develop better sales conversations and focused strategies.

Training and Onboarding

• Assist in the development and training of new hires, as part of onboarding.
• Onboarding new ISR’s and helping develop successful sales conversations will be a key responsibility of the role.
• Understand and effectively communicate the Dynamic sales process....