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CCUE FINANCE Financial Advisor

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发表于 2018-7-20 10:42 | 显示全部楼层 |阅读模式
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本帖最后由 ccuefinance 于 2018-7-23 15:01 编辑
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CCUE 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.
Responsibilities            
·        Source, 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
Requirements:
·        Experiencedin 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.
·        Undergraduate degree or diploma in BusinessAdministration with one to three years relevant experience in a financialinstitution or equivalent combination of training and experience.
·        Proven ability in sales and service tofinancial customers.
·        Strong knowledge in financial advice andplanning (Savings and Investment, TFSAs, RESP, RRSPs, RRIFs, Annuities, RetirementPlanning, Family Financial Planning, Education Plans).
·        Experience in engaging in and securing newbusiness from existing and prospective customers.
·        Expert in general banking services, includingdetailed knowledge of financial products and services.
·        Hold or plan to have Life LicenseQualification Program (LLQP) , IFIC or CSC
·        This is a full-time position offeringcompetitive benefits and compensation commensurate with experience andqualifications.
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We would like tothank all applicants for their interest in CCUE FINANCE, only those selectedfor an interview will be contacted
Pleaseemail your recent updated resume to us at ccuefinancehr@gmail.com, wewill contact you soon.
E-mail:ccuefinancehr@gmail.com
Wechat:ccuefinancehr
Tel:647-628-1819
Address:A1-340 Ferrier St. Markham, ON L3R 2Z5
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 楼主| 发表于 2018-7-23 08:50 | 显示全部楼层
友情提示: 请千万不要登入陌生网站输入QQ号和密码,以防诈骗。
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 楼主| 发表于 2018-7-25 09:31 | 显示全部楼层
友情提示: 请千万不要登入陌生网站输入QQ号和密码,以防诈骗。
联系我时,请说明是从哪儿看到的,谢谢。
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