中级会员
- 积分
- 217
- 威望
- 0 点
- 资产
- 612 金币
- 注册时间
- 2019-2-27
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Financial Consultant- L0 @$ _- N+ ~& m
2 E7 i! h* O; XCCUE Finance is looking for energetic professionals who are interested in starting their career in financial industry, helping the business grow through value-based conversations and remarkable customer experience to join our growing team for the role of general insurance consultant. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
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Responsibilities•Source, build and retain your client base' f3 a8 P* F' O7 [$ t2 e# I: D( @
•Market yourself and your business to attract new clients
( P1 | j* M+ o•Provide insurance needs advice based on risk assessment" `! Y( h- r3 H i
•Provide strategic advice across a variety of financial products and services
& |( `5 c R" B1 D. X8 @4 D b$ s•Provide sound financial advice to help grow your client’s financial portfolio (Life and Health Insurance, Individual Prescription Drugs and Dental Insurance, Critical Care and Long-Term Care Insurance. Individual & Business Disability Insurance. Special Class Insurance, Travel Insurance, Business Protection, Employment Benefits).
7 j3 R) B' P$ N•Understanding your individual client's needs based on their unique circumstances L& e; H# S4 n( H' l0 a4 f5 J
7 L8 @/ n- m% A6 c2 O! t* g( pRequirements:( e1 t8 u% p2 W
•Experienced in proactively identifying and executing ways that customers’ needs can be better met through a strong understanding of their requirements and expert knowledge of products and services.
# f% U; b; [- s6 ~! b) k•Excellent interpersonal and relationship management skills, as well as strong service orientation, focused on achieving exceptional service standards.
, I }+ y/ W8 Z3 ?, n& C- w: }•Undergraduate degree or diploma in Business Administration with one to three years relevant experience in a financial institution or equivalent combination of training and experience.
% E/ y7 b% p5 h0 g* b W•Proven ability in sales and service to financial customers.: _7 O: o5 |: n2 N2 F7 \
•Strong knowledge of financial advice and planning (Savings and Investment, TFSAs, RESP, RRSPs, RRIFs, Annuities, Retirement Planning, Family Financial Planning, Education Plans).
* g" r# v+ q" j& j8 t•Experience in engaging in and securing new business from existing and prospective customers.6 j9 g$ }# f! ?
•Expert in general banking services, including detailed knowledge of financial products and services.5 t7 {2 |/ O( T* Z z
•Hold or plan to have the Life License Qualification Program (LLQP), IFIC or CSC
; _- g2 E8 u1 f3 K: f% s•This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.
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# N- L9 z# y jWe would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted5 e& p6 |4 z& N$ @6 R( ^
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Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
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E-mail: ccuehr@ccuefinance.com S% m5 M7 O* `5 E9 T4 d: c3 c
Wechat: ccuefinancehr9 U( H3 s( i* C2 g8 _' y) A
Tel: 647-628-1819( n! _& ~. H% x
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5$ `8 T d9 A3 P4 g
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, P" |5 S3 ]3 I, rScan the QR Code below for further questions 5 @* E/ h+ A% r4 _) {: Y+ O: `, n+ n; q
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发表于 2019-3-23 16:00
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