Alejandra Henao - Sales Development Representative, iA Private Wealth

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Work Background

iA Private WealthSales Development Representative

Mar. 2024Canada · RemoteAs a Sales Development Representative at iA Private Wealth, I am dedicated to identifying and cultivating new business opportunities within the wealth management sector. My role involves: Executing Sales Strategies: Developing and implementing targeted sales strategies to generate and qualify leads, ensuring a robust pipeline of potential clients. Client Engagement: Building and maintaining strong relationships with prospective clients through personalized outreach and engagement efforts. Market Research: Conducting thorough market research to stay ahead of industry trends and identify new opportunities for growth. Team Collaboration: Working closely with the sales and marketing teams to ensure a seamless handoff of qualified leads and contribute to the overall success of the organization.

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