Business Development Representative in Personal Finance

iA Financial Group (Industrial Alliance); Saint-Eustache; On-site; CAD 55,000 - 75,000; Full time

Job summary

Industrielle Alliance Groupe Financier is seeking a Business Development Representative in Personal Finance to promote and sell financial products, including insurance, savings, retirement, and loans.

You will meet potential clients, present tailored solutions, and follow up on leads, working with a manager and team to achieve sales goals while analyzing client needs.

Qualifications

• Experience in sales or financial services is an asset, but entry-level candidates are encouraged.
• Strong verbal and written communication skills are essential.
• Ability to work independently while being a team player.

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 inquiries.
• Collaborate with the team to develop effective sales strategies and meet objectives.
• Participate in networking events to establish contacts and promote the company's services.
• Utilize 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.

Skills

Communication

Relationship building

Negotiation

Financial products knowledge

CRM tools

Independence & teamwork

Education

CEGEP diploma or equivalent

Tools

CRM software

Job description

Industrielle Alliance Groupe Financier is seeking a Business Development Representative in Personal Finance. This role is essential to provide financial services tailored to the needs of individuals and businesses. You will be part of a dynamic team dedicated to customer satisfaction in the financial sector.

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.

Who we are looking for

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.