中级会员
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- 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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Responsibilities•Source, build and retain your client base5 w, d6 d8 l! |
•Market yourself and your business to attract new clients; r( ]7 Z9 ?; [9 z6 F; \- `
•Provide insurance needs advice based on risk assessment
1 E4 X( R% v$ |$ A•Provide strategic advice across a variety of financial products and services
% J3 m1 I; K) ~5 P; R" x/ e•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).
0 `' o+ N0 x6 o. @: q( ]•Understanding your individual client's needs based on their unique circumstances
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Requirements:
" x o# {9 O; |1 X•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.
0 O f, K% t% H; f4 O$ H•Excellent interpersonal and relationship management skills, as well as strong service orientation, focused on achieving exceptional service standards." [9 F( j1 w2 E; V6 w6 s
•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.3 @0 ~$ Z2 m6 W4 F8 l. h
•Proven ability in sales and service to financial customers.! N6 e) w0 u J' m# I4 X7 M
•Strong knowledge of financial advice and planning (Savings and Investment, TFSAs, RESP, RRSPs, RRIFs, Annuities, Retirement Planning, Family Financial Planning, Education Plans).
+ L3 n. K z, |- h6 F•Experience in engaging in and securing new business from existing and prospective customers.
% D) ^/ S- B2 b•Expert in general banking services, including detailed knowledge of financial products and services.
: X& Y9 j1 Y$ c$ O•Hold or plan to have the Life License Qualification Program (LLQP), IFIC or CSC
& h0 W" [! d1 u+ i( Y•This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.
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3 b: {$ j2 c7 t+ ?7 f" L4 J( jWe 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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Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
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; t7 t$ {; \; EE-mail: ccuehr@ccuefinance.com& V0 q1 g3 l( x) \6 V+ u
Wechat: ccuefinancehr
' l* o$ ^( n$ \( hTel: 647-628-1819! @, T5 f3 C3 o# A
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5
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2 T3 s6 d3 B9 Q Q8 \Scan the QR Code below for further questions
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发表于 2019-3-23 16:00
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