Dynamic Financial Sales Role in Canada
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GreenTech Resources Worldwide Canada
📍 weyburn, division no. 2, Canada
Job Description
Step into a rewarding role at GreenTech Resources Worldwide Canada as a Financial Sales Representative. This full-time position prioritizes client engagement and sales target achievement through effective financial advising.
You will actively build and maintain relationships while identifying and assessing client needs across various channels. Your role will include delivering compelling proposals and ensuring compliance with industry regulations. With a focus on continuous learning, you'll stay updated on product features and market changes to better serve your clients.
Key Responsibilities:
• Prospect clients using cold calling and networking strategies
• Provide tailored assessments and recommendations for financial products
• Prepare product proposals and process applications efficiently
• Coordinate with operations for account setup and management
• Keep accurate client records and reports in CRM
Requirements:
You will actively build and maintain relationships while identifying and assessing client needs across various channels. Your role will include delivering compelling proposals and ensuring compliance with industry regulations. With a focus on continuous learning, you'll stay updated on product features and market changes to better serve your clients.
Key Responsibilities:
• Prospect clients using cold calling and networking strategies
• Provide tailored assessments and recommendations for financial products
• Prepare product proposals and process applications efficiently
• Coordinate with operations for account setup and management
• Keep accurate client records and reports in CRM
Requirements: