Play a vital role in enhancing member experience at Prospera. As a Member Experience Specialist, apply your sales skills to recommend tailored financial solutions.
This position seeks candidates with 1-3 years of experience in financial services. You will actively acquire recent retail and business members, uncover their banking needs, and facilitate Financial Health Checks. Your ability to manage small accounts and foster referrals will contribute to our collaborative service environment at the Advice Centre.
Key Responsibilities:
• Proactively onboard retail and business members
• Conduct Financial Health Checks to identify opportunities
• Recommend solutions for banking, lending, and investments
• Build a robust referral pipeline through follow-up
• Support omni-channel service in the Advice Centre
Requirements:
• 1-3 years in financial services or a sales role
• Knowledge of lending and investment products
• Must obtain Mutual Funds license within six months
• Strong communication abilities and tech skills
• Grade 12; post-secondary education in Business or Marketing is an asset
Bring your financial expertise to help members thrive at Prospera.
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