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