Personal Finance Growth and Relationship Specialist

Geosam Capital; Saint-Eustache; On-site; CAD 42,000 - 65,000; Full time

Job summary

Industrielle Alliance Groupe Financier is seeking a Business Development Representative to promote personal finance products including insurance, savings, retirement, and loans. You will meet potential clients, present proposals, and follow up on leads to achieve sales goals.

The ideal candidate has strong communication skills, the ability to build lasting client relationships, and comfort working with CRM tools. Entry-level candidates are welcome and training is provided.

Qualifications

• Strong written and verbal communication skills.
• Ability to build and maintain client relationships.
• Experience or familiarity with financial products and insurance is a plus.
• Proficient with CRM tools for managing client interactions.

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 relationships and address inquiries.
• Collaborate with the team to develop effective sales strategies and meet objectives.
• Participate in networking events to establish contacts and promote services.
• Utilize CRM tools to track client interactions and manage leads.
• Analyze market trends to identify new sales opportunities.

Skills

Communication

Relationship building

Negotiation

Financial products

CRM tools

Teamwork

Education

CEGEP diploma

Tools

CRM software

Job description

Industrielle Alliance Groupe Financier is seeking a Business Development Representative to promote personal finance products including insurance, savings, retirement, and loans. You will meet potential clients, present proposals, and follow up on leads to achieve sales goals.

The ideal candidate has strong communication skills, the ability to build lasting client relationships, and comfort working with CRM tools. Entry-level candidates are welcome and training is provided.