EMPLOYMENT TYPE: Permanent
DEPARTMENT: Private Client
DIVISION: Private Client Services
WORKPLACE STRUCTURE: Hybrid
ROLE OVERVIEW
PURPOSE OF JOB
The Internal Sales Associate Manage new sales opportunities for domestic and international sales for the JTC trust companies. Responsible for assisting, reporting and coordination of new business development. Assisting the head of domestic business development, sales team, trust officers and financial advisors with new business proposals, inquiries from prospects, management of sales pipeline via Salesforce, client meetings and various administrative tasks. Attend conferences as needed. This position offers unique levels of service that will solidify the differentiated experience offered by JTC.
MAIN RESPONSIBILITIES AND DUTIES
- To perform this job successfully, the individual must be able to perform each essential duty satisfactorily.
- Partner with the Sales Manager in the day-to-day management of the sales platform including additional sales support, responding to inquiries and opportunities from our partners and financial advisors; and any leads generated through JTC’s network, JTC’s website, and Wealth Advisor Leads.
- Management of closed business and sales pipeline reporting capturing key business analytics for internal reporting.
- Management of reporting to partners of closed business and current sales pipeline.
- Coordination and management the end-to-end KYC process
- Conducting preliminary reviews of trust documents and statement of assets in order to build out sales opportunities
- Coordinating with sales representatives on scheduling new accounts for acceptance.
- Management of the SalesForce platform
- Responsible for the on-going training of current employees as well as the development and presentation of material to new hires with regards to SalesForce and sales processes
- Expand and deepen JTC’s relationships with existing and new partners via regular communication and email.
- Managing and updating marketing material with partner platforms.
- Coordination of client events; speaking engagements and sales conferences
- Creation of presentation material and analytic reporting
ESSENTIAL REQUIREMENTS
- Bachelor’s degree in Business Administration, Marketing, Finance, or a related field; or equivalent combination of education and experience.
- 1–3 years of experience in sales, account management, or customer service (preferably within a corporate or professional services environment).
- Knowledge of and experience in trust, legal and investments.
- Experience in both Sales and Operations
- Ability to take on multiple tasks simultaneously and manage effectively.
- High attention to detail.
- Ability to travel
- High personal interaction skills and team player.
OUR COMMITMENT TO INCLUSION & WELLBEING
JTC is committed to fostering a healthy, inclusive organization where all individuals feel welcome and feel able to participate in the workplace fully. We value different perspectives, backgrounds and lived experiences. This includes supporting employee wellbeing so that people feel equipped to thrive.
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