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McNeill Nakamoto Recruitment Group Logo

Inside Sales Associate

Reference ID: 14513
Banking, Finance and Insurance
Full Time
Abbotsford, BC     
Langley, BC     
Surrey, BC     

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Our client is a well-established financial planning and investment services firm with a strong reputation for their business practices and client servicing. As a performance-driven and supportive organization, they set their employees up for success and are seeking a like-minded, entrepreneurial Inside Sales Associate to join their team. This is an opportunity to work closely with an Advisor team to identify client opportunities and help drive business development to grow the financial planning practice.

Location: Langley, BC


  • Understand business goals and work towards assisting the Advisor with developing key relationships through proactive client follow-up and servicing
  • Identify new leads, prospect and make warm calls to set up meetings and presentations
  • Help coordinate meetings and presentations, and follow up with clients for feedback
  • Prepare marketing and sales material required for meetings
  • Assist with metrics and reporting on business development efforts
  • Attend industry events, trade shows and meetings, and continuously identify networking opportunities
  • Maintain existing network relationships through regular client communication and follow-up
  • Maintain up to date knowledge of investment industry trends and products
  • Utilize internal software systems to ensure accurate upkeep of all information


  • Minimum 2 years’ experience working in a sales and business development-related role, preferably with Financial Services experience
  • Excellent interpersonal and communication skills to maintain client relationships
  • Ability to demonstrate professionalism and confidence both in person and over the phone
  • Strong business acumen to identify opportunities for conversion
  • Positive, hardworking and resilient work style to help manage and service varying clientele
  • Proficiency in MS Office Suite

Individuals meeting the criteria above are encouraged to submit their resume to Alana Savage by visiting and clicking on the "APPLY" button.

Alana can be reached at 604-662-8967 ext. 103 in confidence. While we thank all candidates for their interest, only select individuals will be contacted for follow-up.


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Posted: October 20, 2016
Closes:December 19, 2016
Email Address:
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About McNeill Nakamoto Recruitment Group

Good enough, isn't.

Finding professionals with the requisite skills is easy. Learning about the person behind the professional is more challenging. At McNak we recruit for the financial,...

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