Sales and Service Manager

Employment type: Full-time
City: Toronto
Last visit: 2014-10-29
Author's ads: 1

Posted: 2014-10-29


Job Description:

Purpose of the Role:

The Sales and Service Manager is responsible for sales, leadership of team and day to day operations of the retail Oaken retail location. Develop and execute tactics to expand Oaken Financial deposit balance. This is an exciting, challenging, and rewarding position, responsible for building and leading a team to meet and exceed sales targets while delivering an exceptional customer service experience.

Scope or Impact:

Launch and lead Oaken Financial flagship retail store. Identify sales opportunities, acquiring new customer and customer retention to meet or exceed sales target. Create an amazing retail experience environment for staff and clients focused on sales and delivery of astonishing customer service. Foster a fun, dynamic environment for training, coaching, mentoring and leading your team towards success.

Lead Sales and Service Excellence

-Launch and lead Oaken Financial flagship retail store

-Develop and implement new tactics to achieve or exceed sales targets

-Proactively solicit and identify sales opportunities

-Get to know your clients by quickly establishing a rapport and develop an overall understanding of their investment preferences

-Monitor client feedback and provide timely solutions to enhance the customer experience

-Handle all client escalations with tact, diplomacy and a positive attitude

-Proactively and consistently maintain visual appearance of the retail location

-Identify and report on business opportunities to senior management

-Represent the business at conferences, community and networking events

-Lead by example with grace, integrity and honesty

People Management

-Identify, recruit and contribute to the development of strong leaders

-Assign workload and set sales targets

-Create a customer-centric sales and service culture within team

-Ensure team provides exceptional customer service

-Monitor performance and motivate team to reach targets


-Ensure that all AML and compliance requirements are met and customer information is secured at all time

-Adhere to all policies and procedures, legal and ethical requirements and regulations, and established risk guidelines


-Partner with the internal departments to identify and implement continuous improvement opportunities

Job Requirements:


-Bachelor Degree

-Industry Accreditations an asset (IFIC or Securities Course)


-Minimum 3 year experience within the investment industry

-5 years customer service and sales experience

-5 years of people management

-Solid knowledge of investment products


-Sales management

-People management

-Retail management

-Ability to work in a fast paced sales and service excellence environment

-Upbeat, optimistic, passionate and friendly

Special Considerations:

-Multi-lingual would be an asset

-Valid driver's licence and car are required

Click here to apply for this job

Career Level: Management

Industry: Financial Services and Banking

Job Function: Sales and Business Development