中级会员
- 积分
- 217
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- 0 点
- 资产
- 612 金币
- 注册时间
- 2019-2-27
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Financial Consultant
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CCUE 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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, k( B3 H. N* B. l! `% SResponsibilities•Source, build and retain your client base/ _ G& D& G1 S; T9 B
•Market yourself and your business to attract new clients
7 L; I9 r5 p( k+ j7 Y" I•Provide insurance needs advice based on risk assessment% e1 ^& @4 s7 _0 Q
•Provide strategic advice across a variety of financial products and services
, p/ w9 Y# O- c•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).* \4 X' `8 B b' ? o! H# T( s0 O
•Understanding your individual client's needs based on their unique circumstances1 _3 F* V5 p1 \; |; N
+ L) P0 ?4 i% a4 z$ o( }, ?Requirements:
; S: D* G: X/ Z u9 U( v•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.- h- O* t" n/ u- i
•Excellent interpersonal and relationship management skills, as well as strong service orientation, focused on achieving exceptional service standards.
8 h# Y5 J$ A. S$ T•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.. O1 F+ y' w/ _8 D
•Proven ability in sales and service to financial customers.
' x1 E6 N7 L$ Y @! H* N6 s O•Strong knowledge of financial advice and planning (Savings and Investment, TFSAs, RESP, RRSPs, RRIFs, Annuities, Retirement Planning, Family Financial Planning, Education Plans).
D: |9 J+ W! ~6 ?' L1 B+ i+ H•Experience in engaging in and securing new business from existing and prospective customers.6 a0 W: T' v# Z/ U+ @* [
•Expert in general banking services, including detailed knowledge of financial products and services.
% ~6 n& k* g3 h•Hold or plan to have the Life License Qualification Program (LLQP), IFIC or CSC7 {5 |. k; m7 Y1 i! W9 z6 ~
•This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.. z1 P N6 K! ]3 X9 T7 C/ B
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We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted2 K- i4 k4 ^( Y* P& _' `
, y& j0 q" ^4 T8 T7 JPlease email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon. I, `: C" _0 b: N
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E-mail: ccuehr@ccuefinance.com
. i2 j0 q3 U4 \# _& T& GWechat: ccuefinancehr1 {3 }# {0 |' z6 y* G
Tel: 647-628-1819
; `$ G" C2 d4 z* b+ R& EAddress: A1-340 Ferrier St. Markham, ON L3R 2Z5
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Scan the QR Code below for further questions 6 K' S+ o8 ~- P: a8 M) n8 ?
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发表于 2019-3-23 17:00
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