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信息概要
| 【信息类别】雇主招聘 | 【职业分类】办公文员 |
| | 【职位概况】全职 - 长期工 - 白班 | | 【大致薪水】[ 面议 ] | 【上班日期】[ 未知 ] | | | 【雇主描述】CCUE Finance | 【所在地区】万锦
查看地图，确定具体方位
| 【招聘人数】2 人 | | 【工作地点】A1 - 340 Ferrier St | | | 【可否学生】欢迎学生 / 须有工签 | | 【语言要求】英语流利 / 国语流利 | | 【其他要求】相关经验 |
| 联络信息
| 【联 系 人】CCUE金融 |
| | 【联系电话】647-628-1819 | 【电子邮件】[ 未提供 ] | | 【其他电话】[ 未提供 ] | 【传真电话】[ 未提供 ] |
| 详细介绍
Responsibilities
● Source, build and retain your client base
● Market yourself and your business to attract new clients
● Provide insurance needs advice based on risk assessment
● Provide strategic advice across a variety of financial products and services
● 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).
● Understanding your individual client's needs based on their unique
circumstances
Requirements:
● 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.
● Excellent interpersonal and relationship management skills, as well as strong service orientation, focused on achieving exceptional service standards.
● Undergraduate degree or diploma in Business Administration with one to three years of relevant experience in a financial institution or equivalent combination of training and experience.
● Proven ability in sales and service to financial customers.
● Strong knowledge of financial advice and planning (Savings and Investment, TFSAs, RESP, RRSPs, RRIFs, Annuities, Retirement Planning, Family Financial Planning, Education Plans).
● Experience in engaging in and securing new business from existing and prospective customers.
● Expert in general banking services, including detailed knowledge of financial products and services.
● Hold or plan to have Life License Qualification Program (LLQP), IFIC or CSC
● This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.
Please email your recent updated resume to us at
[email protected], we will contact you soon.
| 其他信息
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发表于 2020-1-19 09:36:48