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Client advisor We are looking for acompetitive Sales Assistant to help customers identify and purchase servicesthey desire. Sales assistant duties include consulting, selling and doing afterservice. The goal is to provide high class customer service and to increasecompany’s growth and revenue through sales maximization. Key Responsibilities
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Welcomeand greet customers in professionalmanner Pickup income phone call and provide consulting to customers Ensure high levels ofcustomer satisfaction through excellent customer service Accuratelydescribe financial product features and benefits Todetermine specific scheduling requirements. Buildup and retain long relationship with relationship with client Processing the paper work for opening andclosing account in CRM system Requirement
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Provenworking experience in financial industry People-orientedand results-driven Solidcommunication and interpersonal skills Basicadministration skills Able todevelop and expand relevant network 9 X+ e9 p8 T* v" B: ~* U* J) p
% F, c5 v( ~) A$ |3 B" ^$ B We would like to thank all applicants fortheir interest in CCUE FINANCE, only those selected for an interview will becontacted 6 b1 P4 O) A& S* _. r, J8 x' F; F
' I1 K$ S% U I7 bPlease email your recent updated resumeto us at [url=]ccuehr@ccuefinance.com[/url], we will contact you soon. 1 c; }* K9 B) Q
E-mail: [url=]ccuehr@ccuefinance.com[/url] 4 q% Z4 G$ O# @$ Z; D
Wechat: ccuefinancehr - l2 h& ~5 O- p! n3 s$ m4 f9 q3 H% _
Tel: 647-628-1819
/ j8 z1 V4 a# z: [8 @5 uAddress: A1-340 Ferrier St. Markham, ONL3R 2Z5 3 w; ]* B; E' |* h5 `$ A
Financial Advisor
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& g4 a( Z* x u3 _ XCCUE Finance is looking for energetic professionals who areinterested in starting their career in financial industry, helping the businessgrow through value-based conversations and remarkable customer experience tojoin our growing team for the role of general insurance consultant. If you are a motivated self-starter whothrives in a fast-paced environment, then this is your opportunity for arewarding career with excellent income and growth potential. 3 _8 J9 h5 p4 ^' z. h: I9 y/ Q' }% I
Responsibilities
# |% S+ B$ w4 U2 fSource, build and retain your client base Market yourself and your business to attract newclients Provide insurance needs advice based on riskassessment Provide sound financial advice to help grow yourclient’s financial portfolio (Life and Health Insurance, IndividualPrescription Drugs and Dental Insurance, Critical Care and Long Term CareInsurance. Individual & Business Disability Insurance. Special ClassInsurance, Travel Insurance, Business Protection, Employment Benefits). Understanding of your individual clients needs basedon their unique circumstances
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M' U+ o8 E' ?# B0 X' y4 iRequirements:
3 [3 N. ~* ?4 `( F/ M O7 TExperiencedin proactively identifying and executing ways that customers’ needs can bebetter met through a strong understanding of their requirements and expertknowledge of products and services. Excellentinterpersonal and relationship management skills as well as a strong serviceorientation, focused on achieving exceptional service standards. . K3 g- Q1 t- S/ W: B4 f6 K# |* {
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Undergraduate degree ordiploma in Business Administration with one to three years relevant experiencein a financial institution or equivalent combination of training and experience. Proven ability in sales andservice to financial customers.
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Strong knowledge infinancial advice and planning (Savings and Investment, TFSAs, RESP, RRSPs, RRIFs,Annuities, Retirement Planning, Family Financial Planning, Education Plans).
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: u/ X8 F5 W. U& r' j; k# c4 O ^+ u% EExperience in engaging inand securing new business from existing and prospective customers. Expert in general bankingservices, including detailed knowledge of financial products and services. Hold or plan to have LifeLicense Qualification Program (LLQP) , IFIC or CSC This is a full-time positionoffering competitive benefits and compensation commensurate with experience andqualifications.
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: s6 Z1 l5 T' H1 wWe would like to thank all applicants for their interestin CCUE FINANCE, only those selected for an interview will be contacted 8 M6 e( a' |# s, b0 \: d1 {
Please email your recent updated resumeto us at [url=]ccuehr@ccuefinance.com[/url], we will contact you soon. - D9 z. z. R1 J+ E: K7 d: N
E-mail: [url=]ccuehr@ccuefinance.com[/url] + V( h8 g/ h* |; N$ P
Wechat: ccuefinancehr ! T/ E* U/ _/ _1 t# C g! B$ |
Tel: 647-628-1819
: P7 P) j7 G% Q; L8 jAddress: A1-340 Ferrier St. Markham, ONL3R 2Z5
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Senior Financial Planner
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Responsibilities
. ~: J# m/ H+ xDevelops and implementsfinancial plans for individuals, businesses, and organizations, utilizingknowledge of tax and investment strategies, securities, insurance, pensionplans, and real estate: Interviews client to determine client's assets,liabilities, cash flow, insurance coverage, tax status, and financialobjectives. Analyzes client's financialstatus, develops financial plan based on analysis of data, and discussesfinancial options with client. Prepares and submitsdocuments to implement plan selected by client. Maintains contact withclient to revise plan based on modified needs of client or changes ininvestment market. Refer client to otherestablishments to obtain services outlined in financial plan. Registered with professionalself-regulatory association and be designated Certified Financial Planner. * |# D- t" H& x) ?
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Requirement
/ ? c/ w7 E$ u& uMust have at leastfive years’ experience of holding Life License Qualification Program (LLQP) Better to haveCanadian Securities Course (CSC). Must be registered tosell Mutual Funds (MFDA/AMF). Financial PlanningAccreditations/Designations are preferred, however, we may be willing to trainhigh potential candidates with a demonstrated track record of sales andcustomer service excellence
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0 G2 h7 ` k+ e0 o% B9 @+ XPreferred:Certified Financial Planner (CFP) designation. 8 v7 B, U9 q" Y( D/ ]6 G
Orone of the following: 4 `' G% q" u: p9 W. C8 ~4 o6 v
Personal FinancialPlanner (PFP) designation Wealth ManagementEssentials (WME) + Financial Planning Supplement ProfessionalFinancial Planning Course (PFPC) Financial Planning I& II (FP I & II).
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We would like to thank all applicants for their interestin CCUE FINANCE, only those selected for an interview will be contacted
; F ?4 Y) r/ ~) l2 e7 f; a4 WPlease email your recent updated resumeto us at [url=]ccuehr@ccuefinance.com[/url], we will contact you soon. ) E- M6 O* }- |. w/ p, i
E-mail: [url=]ccuehr@ccuefinance.com[/url]
; i0 s3 D$ }2 D6 o9 J$ cWechat: ccuefinancehr + B. b( p, f4 a7 h! l! |& \ r
Tel: 647-628-1819 Address: A1-340 Ferrier St. Markham, ON L3R 2Z5
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发表于 2018-8-16 07:35
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