Personal Finance Business Development Representative (Canada)

Personal Finance Business Development Representative (Canada)

25 Oct
|
iA Financial Group (Industrial Alliance)
|
Canada

25 Oct

iA Financial Group (Industrial Alliance)

Canada

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 cooperative working ability

Apply communication, financial product knowledge, and CRM skills while developing tailored solutions for personal finance clients.

📌 Personal Finance Business Development Representative (Canada)
🏢 iA Financial Group (Industrial Alliance)
📍 Canada

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