Financial services representative

• Posted by : Team Engage Financial Limited

 January 31, 2024 - May 30, 2024

• Job category : Financial

• Salary : $29.25 per hour for 35 hours per week

         

Job Description

Location: Edmonton, AB T6X 0J4

Salary: $29.25 per hour for 35 hours per week

Number of vacancies: 1

Overtime: 1.5 times of gross pay after completion of 44 hours

Vacation Pay: 4% on every pay period

Job Type: Permanent employment

Eligibility Requirements:

• A bachelor's degree or college diploma related to commerce or economics may be required.
• Prior experience of 2 to 3 years in financial services, banking, or related roles is required.
• Understanding and adherence to financial regulations and compliance standards.
• Ability to engage in cold-calling, promote financial products, and suggest solutions to improve clients' financial situations.
• Demonstrate a deep understanding of financial products, investment strategies, and market trends.
• Strong interpersonal and communication skills to effectively interact with clients and convey complex financial information.
• Familiarity with financial regulations and compliance standards. 

Job Responsibilities:

• Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.
• Cold-calling potential clients to inform them of the various financial products and services on offer.
• Meet with customers to discuss short-term and long-term financial needs and goals
• Monitor changes in financial markets to best advice clients
• Determining customers' needs and providing solutions with regards to their investment requirements.
• Build relationship with the client/customer to create opportunities for various products to fulfil the customer’s financial needs.
• Evaluate and manage risks associated with different financial products and investments.
• Ensure adherence to financial regulations and compliance with industry standards.
• Gain and demonstrate a thorough understanding of customer needs and requirements allowing for clear articulation of our product/brand value proposition
• Work closely with customer service, account management, claims, contracts and any other teams as required or requested
• Develops sales campaigns in alignment with company goals
• Reviews market analysis information to determine customer needs, volume potential, and pricing

Email your resume to : reejesh85@gmail.com