GreenTech Resources Worldwide Canada | Full time

Provide financial product advice and sell services to individual and business clients. Build and maintain customer relationships while achieving sales targets and ensuring compliance with industry regulations.

Number of Positions

2

Main Duties
Identify and prospect potential clients through cold calling, networking, referrals, and lead follow-up.
Assess clients' financial needs, goals, and risk tolerance to recommend appropriate products and services.
Prepare and present product proposals, quotes, and application documentation to clients.
Execute sales transactions, process applications, and coordinate with operations for account setup and servicing.
Maintain accurate client records, follow-up activities, and sales reports in customer relationship management systems.
Stay informed about product features, market developments, and regulatory requirements; participate in ongoing training.

Requirements
Post-secondary diploma or degree in business, finance, economics, or equivalent combination of education and experience.
Proven sales experience, preferably in financial services,



banking, or a related industry.
Solid verbal and written communication skills with the ability to build rapport with diverse clients.
Proficiency with CRM software, Microsoft Office, and common digital communication tools.
Demonstrated ability to manage a sales pipeline, meet targets, and work independently with attention to detail.
Eligible to work in Canada and able to pass employment background and reference checks; willing to obtain any required industry certifications or registrations as applicable.

Required Skills
Sales and negotiation
Client needs assessment and financial product recommendation
Relationship building and account management
Attention to detail and documentation accuracy
CRM and digital literacy
Compliance awareness and ethical conduct

Advantages

Competitive wages, supportive work environment, opportunities for growth, training support, and other employer-specific advantages depending on the position and location.
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📌 Noc 63102 Financial Sales Representatives Weyburn
🏢 GreenTech Resources Worldwide Canada
📍 Weyburn