Closed listing
Business Development Representative in Personal Finance
- Saint-Eustache, QC, Canada
Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Full-time
- Closing date
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
About The Role
As a Business Development Representative, you will be responsible for promoting and selling our financial products, including insurance, savings, retirement, and loans. You will work under the supervision of a manager and collaborate with other team members to achieve sales goals. A typical day will include meeting potential clients, presenting products, and following up on leads. You will also be involved in analyzing client needs to offer tailored financial solutions.
Responsibilities
- Promote the company's financial services to attract new clients and increase sales.
- Meet potential clients to understand their financial needs and propose suitable solutions.
- Prepare and present proposals for financial products, including insurance and savings options.
- Ensure regular follow-up with clients to maintain a strong relationship and address their inquiries.
- Collaborate with the team to develop effective sales strategies and meet set objectives.
- Participate in networking events to establish contacts and promote the company's services.
- Utilize customer relationship management (CRM) tools to track client interactions and manage leads.
- Analyze market trends to identify new sales opportunities.
- Work closely with managers to ensure client satisfaction and compliance with service standards.
The ideal candidate holds a CEGEP diploma or equivalent training. Experience in sales or financial services is an asset, but entry-level candidates are also encouraged to apply. You must have excellent communication and interpersonal skills. The ability to work independently while being a team player is essential. A positive attitude and strong motivation to achieve sales goals are also required.
Skills
- Excellent verbal and written communication skills.
- Ability to build strong relationships with clients.
- Negotiation and persuasion skills.
- Knowledge of financial products and insurance services.
- Ability to work with CRM tools for client management.
- Ability to work independently and as part of a team.
More about this job
Responsibilities
Promote and sell financial products, identify prospective clients, assess their needs, and present tailored financial solutions. Follow up with clients, manage leads using CRM tools, develop sales strategies with the team, and identify opportunities through networking and market analysis.
Requirements
A CEGEP diploma or equivalent training is sought, and sales or financial services experience is an asset, though entry-level candidates are encouraged to apply. Candidates should have strong communication, interpersonal, negotiation, and persuasion skills, knowledge of financial products and insurance, and the ability to work independently and collaboratively.
Skills
- Verbal And Written Communication
- Client Relationship Building
- Negotiation
- Persuasion
- Financial Product Knowledge
- Insurance Services Knowledge
- CRM Tools
- Lead Management
- Sales
- Market Trend Analysis
- Independent Work
- Teamwork
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Finance & Accounting
- Customer Service & Support
Keywords
- Business Development
- Personal Finance
- Financial Services
- Insurance
- Savings
- Retirement
- Loans
- Sales
- Client Needs Analysis
- Tailored Financial Solutions
- CRM Tools
- Lead Management
- Sales Strategies
- Networking
- Market Trends
- Customer Satisfaction
- Service Standards