Inside Sales Manager Wealth Management

Join Caldwell Investment Management as a Business Development Manager specializing in Wealth and Asset Management. This role focuses on inside sales, promoting investment funds primarily to the CIRO channel.
We are actively looking for candidates with experience in the investment/mutual fund industry. The successful applicant will be integral to our sales team, tasked with executing strategies to boost assets under management and engage investment advisors. Your insights and proactive outreach will be vital for success.
Key Responsibilities:
• Lead proactive call campaigns to promote investment products
• Source and connect with potential investment advisors
• Keep updated on all Caldwell product offerings
• Facilitate advisor inquiries and provide additional documentation
• Support the development of promotional material
Requirements:
• 4-5 years related inside sales experience
• Finance or Commerce undergraduate degree
• Proven sales performance in fi...