Sales Coordinator recruitment
Job ID: 13013
Position Description:
PIMCO's retail business provides mutual fund solutions through a
network of Brokers and Financial Advisors across Canada.
Description
As a key member of the sales team, the Sales Coordinator will work
closely with members of the PIMCO sales team to increase sales in
Canada by assisting in the management of territories, productivity
goals and the organizing of various sales and marketing events.
Primary Responsibilities
? Coordinate and manage regional sales and marketing events
? Prepare activity and expense reports
? Coordinate distribution of marketing materials and Fund
information
? Assist the in the scheduling of Investment Advisor meetings
across Canada
? Maintain contact management records
? Develop a detailed understanding of the investment, business
development and service needs of Investment Advisors across
Canada
? Leverage telephone, mail, e-mail, FAX, and conference calls to
build relationships with advisors
? Manage co-op process for sales team members
Position Requirements:
Qualifications
Education, Experience and Licenses
• University degree
• Investment Funds Institute of Canada (IFIC) and /or Canadian
Securities Course (CSC)
• 2 years of Sales Coordinator experience in mutual funds
preferred
• Previous administrative experience in a sales environment
• Previous experience in financial services industry an asset
Skills and Knowledge
• Strong client service focus
• Strong organizational, verbal and written communication
skills.
• Ability to build credibility and rapport with clients over the
phone and on email
• Strong listening and communications skills
• Ability to prioritize, organize and execute various
administrative tasks
• Strong customer relationship management skills
• Ability to work in a team environment
• Passion to work independently in support of team goals.
• Excellent knowledge of Word and Excel.
• Knowledge of Contact and Activity Management databases is an
asset.
PIMCO is an Equal Opportunity Employer