Territory Coordinator - Jobs in Montréal, QC

Job Description

At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.What is the Sales Team responsible forThe Sales Coordinator partners with the Wholesalers (VP Regional Sales Managers and Inside Sales Managers) to achieve specific sales targets from a selected list of Investment Advisors within a defined sales territory. To be successful in the role, the incumbent brings business, sales and/or marketing experience, preferably within the financial services industryWhat are the ongoing responsibilities of the Sales Coordinator

• Facilitate the VP Regional Sales Manager and Inside Sales Manager’s access to Investment Advisors and branches within the defined sales territory to ensure that all Investment Advisors in the territory are being covered. This includes scheduling and confirming regular one-on-one meetings and branch presentations, responding to basic inquiries from Advisors, and maintaining current records in the system.
• Proactively plan and organize business promotional activities and client appreciation events, including roadshows, workshops, and conferences on behalf of the team, in conjunction with Marketing.
• Administer dealer support requests based on approvals from the Wholesalers, taking ownership over the co-op marketing process from start to finish. Ensure Franklin Templeton compliance policies and procedures are being followed.
• Act as a conduit to all sales and marketing activities to ensure maximum impact in the defined sales territory. This includes working to identify and rectify service issues, preparing the VP Regional Sales Manager for one-on-one meetings and branch presentations, fulfilling promotional requests, and quarterbacking sales lead and follow-up programs.

What ideal qualifications would help someone to be successful

• Post-secondary degree or diploma in a business or related discipline
• Minimum of 1-year experience in business, sales and/or marketing, preferably within the financial services industry
• Bilingual (French & English) verbal and written communication skills are required
• Strong organizational and multi-tasking skills are required
• Strong client service focus and partnership skills are required
• IFIC mutual funds course or CSC is an asset

#LI-US#ASSOCIATE#LI-HybridWhat makes Franklin Templeton uniqueIn addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.Highlights of our benefits include:

• Flexible medical, dental and vision insurance
• Corporate Pension Plan
• Employee Stock Investment Program
• Purchase company funds with no sales charge
• Competitive vacation package that includes three annual personal days
• Company paid short-term and long-term Disability Insurance
• Education assistance

Franklin Templeton Investments Corp. is committed to providing accommodations for persons with disabilities. If you require accommodation, we will work with you to meet your needs.We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, "I AM Franklin Templeton”.Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to accommodations@FranklinTempleton.com . In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.Quick Apply

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