Inside sales consultant

As an Inside sales consultant, you utilize strong knowledge of the financial services industry, supporting the Business Services referral mandate within the Market Growth, Brand Expansion, and Partner Relations (Outside of Quebec) business unit. The key responsibility is to support the sales cycle, ensuring momentum in the cycle, and a positive member and client experience for the Business Development opportunities identified within the silos of lead generation. You help build and maintain business relationships with internal business partners, prospects, and members and clients. You drive results by reviewing various requests and helping to promote and sell products and services based on client needs and your unit’s business objectives and strategies. More specifically you will be required to:

• Prospect follow up, making multiple outbound calls or sending emails to potential clients

• Maintain the database of prospects and monitor referral activity in CRM

• Research for potential leads from business directories, web searches, or digital resources

• Qualify leads from Networking events, conferences, tradeshows, etc.

• Understand the client/prospect needs providing solutions and support

• Attend Brand Expansion Events Promoting “One Desjardins”

• Support social media calendar and content

• Participate in presentations and support delivery of One Desjardins Information to potential clients

• Work and align with Business Development sales teams when referring a lead

• Track weekly, monthly, and quarterly performance and sales metric.

What we offer* 

• Competitive salary and annual bonus 

• 4 weeks of flexible vacation starting in the first year

• Defined benefit pension plan that provides predictable, stable income throughout retirement 

• Group insurance including telemedicine 

• Reimbursement of health and wellness expenses and telework equipment 

* Benefits apply based on eligibility criteria. 

What you bring to the table

• College diploma in a related field

• A minimum of three years of relevant experience in inside sales 

• Please note that other combinations of qualifications and relevant experience may be considered

• Advanced proficiency with Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel) and CRM (i.e. Salesforce).

Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Resilient

#LI-Hybrid

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

Member/client sales and service (FG)

Unposting Date

2024-12-26