Représentant(e) des ventes

The Sales Representative will develop and create professional relationships with financial advisors and portfolio managers in a designated region in Canada, acquiring new clients and maintaining existing client satisfaction.

Requirements

• Bachelor's degree (Finance, Financial Planning or Accounting preferred)
• 3-4 years of experience in the investment or sales field
• Entrepreneurial spirit and ability to work independently
• Results-driven and excellence-oriented, with a willingness to develop in a challenging environment
• Ability to express oneself perfectly and professionally (verbally and in writing) in English and French
• Strong customer service orientation. Ability to handle stressful situations, remaining calm and professional
• Experience with CRM tools
• Proactive, passionate, and determined

Benefits

• Complete Group Insurance
• Ideal location in Old Montreal
• Proximity to public transportation, restaurants, bars, and green spaces
• Company Events
• Break Room
• Free Coffee
• Open and flexible workspace (open space)
• Ambiance professional yet relaxed