Job Description
Explore a unique opportunity as a Business Development Manager at Caldwell Investment Management, focused on Wealth and Asset Management. Engage in inside sales and promote investment strategies within the CIRO channel.
Caldwell is on the lookout for an individual with a solid background in the investment industry. This pivotal role within the sales team involves conducting outreach campaigns and building relationships with investment advisors. You will be instrumental in driving performance and enhancing Caldwell’s presence in the market.
Key Responsibilities:
• Execute proactive calling campaigns for investment fund promotion
• Identify and evaluate investment advisory contacts
• Maintain comprehensive product knowledge
• Address inquiries from advisors and clients
• Collaborate with Sales teams for successful events
Requirements:
• 4-5 years of financial services sales experience
• Undergraduate degree in Finance or Commerce
• Proven record of sales ...
Caldwell is on the lookout for an individual with a solid background in the investment industry. This pivotal role within the sales team involves conducting outreach campaigns and building relationships with investment advisors. You will be instrumental in driving performance and enhancing Caldwell’s presence in the market.
Key Responsibilities:
• Execute proactive calling campaigns for investment fund promotion
• Identify and evaluate investment advisory contacts
• Maintain comprehensive product knowledge
• Address inquiries from advisors and clients
• Collaborate with Sales teams for successful events
Requirements:
• 4-5 years of financial services sales experience
• Undergraduate degree in Finance or Commerce
• Proven record of sales ...
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