Sales Support Specialist

December 5 2024
Industries Bank, Insurance, Financial services
Categories Bank, Insurance, Financial services, Sales Support,
Toronto, ON • Full time

Who We Are

Centurion Asset Management Inc. is a recognized leader in the Investment and Property Management industries. Providing quality investments and housing for all its clients, our experienced team comprised of more than 350 Employees is a core component of Centurion's success since 2003. Centurion Apartment Real Estate Investment Trust ("REIT") owns more than 22,000 multi-family apartment units and student housing beds across 46 cities in Canada and the United States. Since day one, our goal has been to provide Residents and their families with clean, safe, and comfortable homes. The REIT provides investors an opportunity to invest in a diversified portfolio of rental apartments and student housing properties, as well as mortgage and equity investments in property developments, across Canada and the United States and participate in the profits derived from them.

Our Mission

Our mission is to be sought after as a leading-edge, reputable, multi-disciplinary alternative asset manager; to capitalize on opportunities in new and interesting investment strategies that meet our mission to Investors; and to embrace change, experimentation, innovation and learning from failure to make continual improvements that drive our success and keep us ahead of our competitors.


Our Values

Our core values can be summarized by the acronym RISE: Respect for our Investors, our Residents, Co-workers, Partners and Communities; Integrity in everything we do, demonstrating sincerity, honesty and the will to do it right; Simplicity free of pretension and hassle, full of value and common sense; and Excellence in offering all our Clients and Partners exceptional products and services quality, as well as providing our Employees with an excellent workplace.


Why Employees Want to Work with Us

We provide an inclusive environment where all employees are valued and supported. Over the years, we developed a work culture where the potential of every employee is maximized, and everyone has equal opportunities for growth. We offer numerous employee perks, including: Competitive Total Rewards Packages; Comprehensive Benefits Plan including Medical, Dental, and Vision Care; Flexible Work Week Schedules; Vacation Policy based on Length of Service; Summer and Holiday Hours Programs; Centurion Learning Academy; Opportunities for Growth; Education Reimbursement Policy; Mentoring Program; Employee Referral Program; Ergonomic Workstations Equipped with Standing Desks; Discounted Gym Membership; Company-wide Internal Communication Platforms; Employee Volunteer Opportunities; Quarterly Townhall Meetings and Social Gatherings; Employee Innovation Program; and Corporate Discount Card.

Overview

Reporting to the Vice President, National Advisor Sales, the Sales Support Specialist is responsible for the professional administration and support of all sales and marketing activities for Centurion Asset Management Inc.


Responsibilities


Relationship Development

Develop and foster positive relationships with internal and external stakeholders. Assist the Sales and Investment Administration Teams in professionally handling all advisor, broker and investor inquiries and requests to ensure a high level of satisfaction is achieved through consistent attention to Centurion's Vision, Mission and Values.


Investor Relations

Assist the Sales and Investment Administration Teams to professionally handle all advisor, broker and investor inquiries and requests to ensure a high level of satisfaction is achieved through consistent attention to Centurion's Vision, Mission and Values.


Administration

Coordinate and schedule Sales Team Meetings, preparing agendas, schedules, and packages in advance of each meeting date. Transcribe, compile and distribute minutes from Sales Team meetings and occasional conference calls.


Event Management

Assist with the organization and planning of sales events and conferences to establish relationships with key stakeholders, increasing familiarity with products, and strengthening the firm's recognition in the industry. Manage Vendor relationships for all events.


Ongoing Operations

Manage the schedule/calendar for the Vice President of National Advisor Sales, assisting with the scheduling of appointments and meetings for other members of the Sales Team as required. Research and book all travel, including hotel, flights, car rental, etc., for all members of the Sales Team. Prepare expense reports for the Executive Vice President of Investment Sales, ensuring that appropriate approval signatures are obtained in advance of the due date established for processing. Complete weekly reconciliations for the Sales Corporate Credit Card. Complete all administrative responsibilities and special projects for the Sales Team. Complete Salesforce and Constant Contact database cleanup, administration and daily management. Arrange courier delivery and pick-up services of sales and marketing materials, ensuring that all items are delivered in a timely and efficient manner. Manage the marketing materials database and provide advisors, brokers and clients with current marketing materials. Manage sales documents and related communication with advisors and provide any follow-up, as required. Complete additional duties as assigned.


Analysis and Reporting

Generate and maintain regular sales reports (weekly, monthly, quarterly) that highlight trends, opportunities, and key performance indicators (KPIs). Analyze sales data to provide insights into sales team performance, product performance, and market trends. Create dashboards and reports to track sales metrics, including sales conversion rates, lead generation, pipeline health, and revenue growth. Identify areas for process improvements through data insights and assist in implementing changes to drive efficiency. Ensure the accuracy and integrity of sales data across CRM and reporting systems. Regularly clean and update sales data to eliminate errors and improve reporting reliability. Maintain databases for sales activities and performance metrics, ensuring data is easily accessible and up to date. Provide data-driven recommendations to sales and marketing teams to improve campaigns and sales strategies. Support in tracking the effectiveness of marketing campaigns, promotional efforts, and sales outreach.


Requirements

  • A passion for excellence in client services and investor relations;
  • Post-secondary education in business administration or related field;
  • Strong command of Salesforce CRM;
  • Minimum 2 years' working experience; experience in the securities and/or real estate industries considered an asset;
  • Exceptional oral and written communication skills;
  • Excellent organizational skills, with a strong ability to multi-task;
  • Exceptional interpersonal skills;
  • Excellent command of MS Office products: Word, Power Point, Excel;
  • Detail-oriented; able to resolve problems using relevant information, sound reasoning and common sense;
  • Forward thinking; able to take the initiative in acquiring and implementing skills specific to the position;
  • Excellent follow-up skills with the ability to effectively resolve issues in a timely matter; and
  • Passing the Exempt Market Dealer Representative course exam within 3 months from date of hire is a conditional requirement.

Centurion Asset Management Inc. | Centurion Property Associates Inc. is an inclusive and equal opportunity Employer. If you require a disability-related accommodation to participate in the recruitment process, please email us. We will accommodate your needs under the Ontario Human Rights Code. This posting is for existing job vacancy.


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