NOC 63102 - Financial sales representatives

Full-time Sales Representatives, Services

Job Description

Job Summary

Provide financial product advice and sell services to individual and business clients. Build and maintain customer relationships while achieving sales targets and ensuring compliance with industry regulations.

Number of Positions

2

Main Duties

• Identify and prospect potential clients through cold calling, networking, referrals, and lead follow-up.
• Assess clients financial needs, goals, and risk tolerance to recommend appropriate products and services.
• Prepare and present product proposals, quotes, and application documentation to clients.
• Execute sales transactions, process applications, and coordinate with operations for account setup and servicing.
• Maintain accurate client records, follow-up activities, and sales reports in customer relationship management systems.
• Stay informed about product features, market developments, and regulatory requirements; particip...