Desjardins Financial Services Sales Rep

Richard Demille - Desjardins Insurance Agent; Milton; On-site; CAD 30,000 - 60,000; Full time

Job summary

A financial services agency in Oakville is seeking a Financial Services Sales Advisor to join their team. You will develop leads, schedule appointments, and provide excellent customer service to clients while working towards sales goals. Preferred candidates will have sales experience and strong communication skills. This role offers a mix of salary plus commission/bonus, flexible hours, and potential for growth within the agency.

Benefits

Plenty of growth within Agency

Paid time off

Flexible work hours

Qualifications

• Sales experience preferred but not required.
• Drive to meet sales goals.
• Dedicated to customer service.

Responsibilities

• Develop leads and schedule appointments.
• Identify customer needs and market products.
• Provide prompt, accurate, and friendly service.

Skills

Sales experience

Excellent communication skills

Problem-solving skills

Customer service orientation

Education

Life / Accident and Sickness license

Job description

Overview

Job Title: Financial Services Sales Advisor - Desjardins Agent Team Member

Location: OAKVILLE, ONT

Type: Full Time, Permanent

Responsibilities

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
• Product expert
• Provide prompt, accurate, and friendly customer service
• Work with the Agent to establish and meet office goals

Compensation

• Salary plus commission / bonus
• Plenty of growth within Agency
• Paid time off (vacation and personal / sick days)
• Flexible work hours

Requirements

• Sales experience preferred but not required
• Drive to meet sales goals
• Excellent communication skills - written, verbal and listening
• Proactive in problem-solving
• Dedicated to customer service
• Life / Accident and Sickness license required (Canadian Investment Funds license a bonus)

We thank all applicants for their interest, however, only those selected for interview will be contacted.

Richard Demille Insurance and Financial Services Ltd.

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.