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Industrielle Alliance Groupe Financier
Business Development Representative in Personal FinanceIndustrielle Alliance Groupe Financier • Saint-Eustache, QC, CA
Business Development Representative in Personal Finance

Business Development Representative in Personal Finance

Industrielle Alliance Groupe Financier • Saint-Eustache, QC, CA
9 hours ago
Job type
  • Full-time
  • Permanent
Job description

Industrielle Alliance Groupe Financier is seeking a Business Development Representative in Personal Finance. This role is essential to provide financial services tailored to the needs of individuals and businesses. You will be part of a dynamic team dedicated to customer satisfaction in the financial sector.

About the role

As a Business Development Representative, you will be responsible for promoting and selling our financial products, including insurance, savings, retirement, and loans. You will work under the supervision of a manager and collaborate with other team members to achieve sales goals. A typical day will include meeting potential clients, presenting products, and following up on leads. You will also be involved in analyzing client needs to offer tailored financial solutions.

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 their 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.

Who we are looking for

The ideal candidate holds a CEGEP diploma or equivalent training. Experience in sales or financial services is an asset, but entry-level candidates are also encouraged to apply. You must have excellent communication and interpersonal skills. The ability to work independently while being a team player is essential. A positive attitude and strong motivation to achieve sales goals are also required.

Skills

  • Excellent verbal and written communication skills.
  • Ability to build strong relationships with clients.
  • Negotiation and persuasion skills.
  • Knowledge of financial products and insurance services.
  • Ability to work with CRM tools for client management.
  • Ability to work independently and as part of a team.
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Business Development Representative in Personal Finance • Saint-Eustache, QC, CA

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