Financial Account Manager – Non Banking 

Do you have direct experience as an account manager with a bank or other financial institution and feel it is time to move out of banking and into another growing industry? Read on….

Here is an exciting account management opportunity, based in Halifax, which will allow you to showcase your relationship development skills while managing the business with key customers. If successful, this significant career opportunity will provide you with the potential to make a great income while developing your profession with a well known solution provider. 

Here are the details regarding this substantial career opportunity: 

The Financial Account Manager is responsible developing the existing business relationships within the Atlantic Region. The goal of this opportunity is to increase qualified referral activity to a sales support team.  This position will be exclusively aligned with much targeted clients.

Responsibilities:

• Act as a business/industry expert with identified clients.
• Lend credibility to the sales process.
• Enhance client relationships and generate qualified referrals.
• Develop a strategic business plan with the Director of Sales, which details activities to be followed during the fiscal year which will focus the business relationships and exceeding quota.
• Research and develop a written analysis of the prospect's needs. Identify the company's ability to service those needs and determine appropriate solutions to meet them.
• At all times transfer business initiatives to sales associates as it relates to selling solutions.
• Participate in joint sales calls with Sales Associates when significant reciprocal business opportunities appear.
• Design and execute effective product demonstrations that address the challenges raised in the needs assessment.
• On-going development of material to support solutions demonstration in consultation with the sales.
• Attend applicable trade shows and conferences.
• Responsible for daily reconciliation of outstanding customer service issues.
• Provide monthly sales and referral reporting updates to your clients.
• Some travel within Atlantic Canada will be required.

Requirements:

• Bachelors Degree or equivalent in education and related work experience.
• Minimum performance of 100% of plan and on track to meet your full year quota.
• Proven ability to effectively communicate to clients (up to an executive level), peers, team members and management through all available mediums (verbal, listening, writing, presenting). As well as the ability to mediate or negotiate solutions which will exceed client expectations.
• Thorough knowledge of MS Word, Excel and PowerPoint as well as the Internet.
• Excellent skills at structuring presentations and formats of written material to encourage audience interest and to easily absorb the content.
• Proven ability to read, interview, listen, interpret, and probe to gather key information necessary to address clients' needs. 
• Strong interpersonal skills.
• Demonstrates ability to establish and maintain effective & constructive relationships with internal/external clients, earning trust & respect through demonstrating a consistent commitment to exceed expectations
• Ability to create clear and concise documentation of pertinent client information.

Please contact Cynthia McCutcheon if you have a superb background in the financial market and are looking for a new career opportunity with a growing company: cynthia@summitsearchgroup.com or call directly 902 405 3607 to discuss. Please note that only qualified candidates will receive a follow up discussion regarding this opportunity.

Please quote competition number FAM0506-CB in your resume.