中级会员
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- 612 金币
- 注册时间
- 2019-2-27
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Financial Consultant
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: S& I' M: w, X. c8 C$ D' V6 F; A4 |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./ z7 M/ c, K2 S2 O# H
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Responsibilities•Source, build and retain your client base
6 N/ v+ b/ M& k6 S- y# Z2 w0 ?•Market yourself and your business to attract new clients
& }7 Y1 R) q1 i: Q5 z/ D8 R# J5 k4 Z•Provide insurance needs advice based on risk assessment7 {' m2 I4 }: S4 T* n/ b
•Provide strategic advice across a variety of financial products and services5 B& y+ A" X2 B+ W; z
•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).1 [2 u% L1 l7 I6 [$ e$ b
•Understanding your individual client's needs based on their unique circumstances
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1 ~: M3 O! M7 |; g$ }Requirements:4 o4 P/ I( u* v( b9 r
•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 U2 g; }: k: a
•Excellent interpersonal and relationship management skills, as well as strong service orientation, focused on achieving exceptional service standards.
0 I4 \) t% U0 A9 |•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.. n# `7 Y( I" W0 o. F
•Proven ability in sales and service to financial customers.8 c, O( ], P( ?7 g1 T
•Strong knowledge of financial advice and planning (Savings and Investment, TFSAs, RESP, RRSPs, RRIFs, Annuities, Retirement Planning, Family Financial Planning, Education Plans).6 x, }- Z' a' Q8 T5 \+ W4 N9 }" a
•Experience in engaging in and securing new business from existing and prospective customers.
% }1 r- z; g* T z' H•Expert in general banking services, including detailed knowledge of financial products and services.
, u' r. B3 p; a3 g4 G# U. ~- ?•Hold or plan to have the Life License Qualification Program (LLQP), IFIC or CSC6 {* `5 i9 n/ Q/ \+ T6 `: S
•This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.
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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 contacted
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/ E4 P$ D( X+ l2 K( DPlease email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
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! D" J+ P2 B" \8 ?# W8 H8 T7 RE-mail: ccuehr@ccuefinance.com# a- P* T6 i- d) e! U( d) s2 G
Wechat: ccuefinancehr
# |9 B. `5 E& N( R' U8 \& v" ^Tel: 647-628-18190 ?- @5 v! ]/ q& m
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5
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6 u' o( c/ [, {7 m0 a/ f1 ~Scan the QR Code below for further questions 5 \. Q9 s3 m! ~, W- m4 M
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发表于 2019-3-23 17:00
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