Russell Investments

Russell Investments

Regional Consultant

Toronto, CA · Director

Sponsorship not specifiedDetected 79 days ago
CRMSalesOutbound SalesOrganizational Skills

About the role

  • This posting is for an existing position vacancy.
  • This will be achieved primarily through telephone contact, email and scheduled face to face contact.

Responsibilities

  • The Regional Consultant (RC) will act as an integral partner in driving the sales results of Russell Investments in their assigned Sales Region.
  • To achieve this, the RC will dedicate most of their time establishing sales rapport with all Investment Advisors within the region including our top advisors and to a greater extent developing new relationships.
  • Working in close partnership with the Regional Director and the Client Service Associate, the RC will maintain a focus on uncovering business needs of advisors and match those to opportunities for Russell products and services.
  • Targets will typically be broken down to reflect developing new advisor relationships, as well as focusing on existing advisors in an assigned region.
  • To develop a thorough understanding of advisor needs, the RC is expected to conduct clearly defined sales calls and virtual discussions as outlined by Russell against specified Call Activity Targets.
  • Responding effectively and on a timely manner to address advisor needs will be an ongoing expectation of the RC to develop deeper client relationships that are mutually beneficial.
  • An ongoing commitment to personal development and understanding of the Russell offering thus is imperative for the RC to maintain.
  • The RC will work towards successful execution of territory sales plans including assisting in driving success of Regional/National initiatives as well as identifying new sales opportunities for Russell to expand the sales base of support.
  • RCs will spend more than 50% of their time expected to increase sales penetration significantly in the designated region from expanding sales penetration from developing or non-supporters, while deepening relationship with some existing clients.

Requirements

  • In addition, the successful candidate for this role has the ability to earn sales incentives based on activity, revenue, cashflow generation, or other performance criteria.
  • Occasionally, involvement in regional initiatives may be required, for example attending National Events, Conferences, and Road shows, etc.

Nice to have

  • Leveraging the resources within Russell in both the sales group, as well as other departments will be an important factor in driving success.
  • Conducting meaningful sales conversations with advisors is an expectation of the RC.
  • Accurate record keeping of key data to move the relationship forward is required.
  • A thorough understanding of Russell Investments product offering as well as business solutions and value-added ideas, is an expectation of the RC.
  • RCs will be expected to actively participate in RC team meetings with an emphasis on sales workshops geared toward sales skills development, presentation skills refinement, as well as objection handling strategies.
  • Additionally, the RCs will be expected to participate in National Sales initiatives, contests, campaigns, offsite meetings as a function of driving the sales initiatives.
  • Booking Meetings for RDs is required as a result of sales calls.
  • Generating and gaining commitment from advisors to attend events or participate in region specific sales initiatives.

Compensation

  • $60,000 CAD - $65,000 CAD
  • Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law.
  • At Russell Investments, salary is just one part of our compensation package.
  • The RC will be responsible for achieving specific sales targets on an annual basis.

Benefits

  • Our total rewards approach includes participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs.
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This listing is sourced directly from Russell Investments's careers page and normalized into a canonical job model.