Build financial services sales through client analysis and relationship development with Industrielle Alliance Groupe Financier in personal finance. Present tailored solutions to individuals and businesses.
As a Business Development Representative, you will promote insurance, savings, retirement, and loan products. You will meet potential clients, present proposals, and follow up on leads. The position combines financial product knowledge, communication, and customer relationship management.
Key Responsibilities:
- Promote financial services to attract clients and increase sales
- Analyze client needs and propose suitable financial solutions
- Prepare and present insurance and savings proposals
- Track interactions and manage leads using CRM tools
- Collaborate on sales strategies and objectives
Requirements:
- CEGEP diploma or equivalent training
- Excellent verbal and written communication skills
- Ability to build strong client relationships
- Negotiation and persuasion skills
- Independent and collaborative working ability
Apply communication, financial product knowledge, and CRM skills while developing tailored solutions for personal finance clients.
Personal Finance Business Development Representative in Boisbriand employer: iA Financial Group (Industrial Alliance)
iA Financial Group is an exceptional employer that fosters a collaborative and innovative work culture, offering hybrid work options that promote work-life balance. Employees benefit from continuous professional development opportunities and are encouraged to contribute to meaningful policy advancements in employment law, making it a rewarding environment for those looking to make a significant impact in their field.
Contact Details:
iA Financial Group (Industrial Alliance) Recruitment Team
