Financial Sales Representative at GreenTech
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GreenTech Resources Worldwide Canada
📍 weyburn, division no. 2, Canada
Job Description
Join GreenTech Resources Worldwide Canada as a Financial Sales Representative, where you'll provide tailored financial advice while achieving sales targets. This full-time role emphasizes relationship building with both individual and business clients.
As a Financial Sales Representative, you'll engage in client prospecting through various methods, including cold calling and networking. Your expertise in assessing clients’ financial needs will guide your product recommendations. You'll prepare proposals, execute transactions, and maintain comprehensive client records while staying updated on product developments and compliance regulations.
Key Responsibilities:
• Identify and prospect potential clients through various channels
• Assess clients' needs and recommend appropriate financial products
• Prepare and present proposals and application documentation
• Execute sales transactions and coordinate account setup
• Maintain client records and sales reports in CRM sy...
As a Financial Sales Representative, you'll engage in client prospecting through various methods, including cold calling and networking. Your expertise in assessing clients’ financial needs will guide your product recommendations. You'll prepare proposals, execute transactions, and maintain comprehensive client records while staying updated on product developments and compliance regulations.
Key Responsibilities:
• Identify and prospect potential clients through various channels
• Assess clients' needs and recommend appropriate financial products
• Prepare and present proposals and application documentation
• Execute sales transactions and coordinate account setup
• Maintain client records and sales reports in CRM sy...