Personal Finance BDR: Growth & Client Solutions

KATIMAVIK; Laurentides; On-site; CAD 47,000 - 63,000; Full time

Job summary

Industrielle Alliance Groupe Financier is seeking a Business Development Representative in Personal Finance to promote financial products, meet potential clients, and manage leads using CRM tools. You will analyze client needs to tailor suitable solutions and advance sales objectives.

Ideal candidates will have strong communication, relationship-building abilities, and the drive to achieve targets in a collaborative team environment within Canada.

Qualifications

• CEGEP diploma or equivalent training.
• Experience in sales or financial services is an asset.
• Excellent communication and interpersonal skills; ability to work independently and as part of a team.

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 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.

Skills

Excellent communication

Client relationship building

Negotiation

Knowledge of financial products

CRM tools

Independent & team player

Education

CEGEP diploma or equivalent training

Job description

Industrielle Alliance Groupe Financier is seeking a Business Development Representative in Personal Finance to promote financial products, meet potential clients, and manage leads using CRM tools. You will analyze client needs to tailor suitable solutions and advance sales objectives.

Ideal candidates will have strong communication, relationship-building abilities, and the drive to achieve targets in a collaborative team environment within Canada.