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GreenTech Resources Worldwide Canada
NOC 63102 Financial sales representativesGreenTech Resources Worldwide Canada • Weyburn, Saskatchewan, Canada
NOC 63102 Financial sales representatives

NOC 63102 Financial sales representatives

GreenTech Resources Worldwide Canada • Weyburn, Saskatchewan, Canada
30+ days ago
Job type
  • Full-time
Job description

Job Summary

Provide financial product advice and sell services to individual and business clients. Build and maintain customer relationships while achieving sales targets and ensuring compliance with industry regulations.

Number of Positions

2

Main Duties

  • Identify and prospect potential clients through cold calling networking referrals and lead follow-up.
  • Assess clients financial needs goals and risk tolerance to recommend appropriate products and services.
  • Prepare and present product proposals quotes and application documentation to clients.
  • Execute sales transactions process applications and coordinate with operations for account setup and servicing.
  • Maintain accurate client records follow-up activities and sales reports in customer relationship management systems.
  • Stay informed about product features market developments and regulatory requirements; participate in ongoing training.

Requirements

  • Post-secondary diploma or degree in business finance economics or equivalent combination of education and experience.
  • Proven sales experience preferably in financial services banking or a related industry.
  • Strong verbal and written communication skills with the ability to build rapport with diverse clients.
  • Proficiency with CRM software Microsoft Office and common digital communication tools.
  • Demonstrated ability to manage a sales pipeline meet targets and work independently with attention to detail.
  • Eligible to work in Canada and able to pass employment background and reference checks; willing to obtain any required industry certifications or registrations as applicable.

Required Skills

  • Sales and negotiation
  • Client needs assessment and financial product recommendation
  • Relationship building and account management
  • Attention to detail and documentation accuracy
  • CRM and digital literacy
  • Compliance awareness and ethical conduct

Benefits

Benefits include competitive wages supportive work environment opportunities for growth training support and other employer-specific benefits depending on the position and location.

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About GTR Worldwide

We are a Canadian immigration recruitment and settlement company based in Canada with multiple branches across the globe. We support clients who have decided to relocate to the land of opportunities by offering services related to employment education immigration recruitment and settlement.

At GTR Worldwide we aim to provide professional Canada visa consultancy and recruitment support to help newcomers feel informed prepared and confident. We assist a wide range of clients and agents from around the world and work to build their strengths and confidence so they can pursue opportunities in Canada.

Disclaimer

The job postings published by GTR Worldwide on this website are for future openings. Postings may be based on occupations and jobs that are expected to be in demand in Canada. Due to the high volume of applications received this website cannot guarantee that any position is still open or that employment will be offered to every applicant.

GTR Worldwide is not responsible for wages working conditions workplace safety or any other aspects of employment. Every candidate is responsible for conducting their own research about the organization and making informed decisions before accepting any position or offer.

For your own safety and security please do not share your banking information on this website. We do not post jobs that appear to discriminate against applicants on any protected basis.

If you have any concerns feel free to contact us by calling our number 1- WhatsApp: or by email at .


Employment Type : Full Time
Experience: years
Vacancy: 1
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NOC 63102 Financial sales representatives • Weyburn, Saskatchewan, Canada

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