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CCUE Finance is looking for energetic professionals who are interested in starting their career in the financial industry, helping the business grow through value-based conversations and remarkable customer experience to join our growing team for the role of general insurance consultant. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities Promote the development and sustainable growth of proprietary financial business in the assigned market area by: Developing and implementing a structured business development strategy according to agreed-upon growth objectives Developing strategic sales plans for prospects and existing clients Conducting outbound communications and cold-calling to prospects to remain top-of-mind for future business opportunities Providing clients with an initial review of their existing financial plan or creating a new financial plan Conducting market research to understand market trends Building and maintaining a market profile in the assigned market area Identifying opportunities to deliver information sessions and financial seminars to grow prospects Networking with investment industry specialists while managing a small budget for independent marketing-based activities Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate Wealth Management partners Facilitating a culture of open and honest communication by actively participating and contributing to one-on-one touch bases and meetings with team members
Requirements Remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio. Successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, focus on clients Strong communication skills to influence or persuade potential customer to adopt an effectively facilitate mutually beneficial solutions. Facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals. Use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted Wechat: ccuefinancehr Tel: 647-628-1819 Address: A1-340 Ferrier St. Markham, ON L3R 2Z5
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发表于 2019-9-9 09:23:53
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