Financial Services Representative

Posted
115 Nebo Rd, Hamilton, ON L8W 2E1(View Map)
  • Job Type
    Full-Time
  • defaultCompany
    Kijiji

Description

We are seeking driven, ambitious individuals to join our growing team and become financial services representatives. The role does not require any previous experience necessarily as we provide a comprehensive training.

The opportunity is for full time or part time, we will discuss which is best suited to you.

JOB SUMMARY:

• Your skills will be instrumental in aiding clients with simple proper wealth and asset management, developing financial solutions and goals as well as determining specific insurance needs.

• We commit to helping you learn and grow and develop your knowledge and skills along the way.

JOB RESPONSIBILITIES:

• Working one on one with families to discuss their current income, insurance needs, financial goals, education plans, current and renewing mortgage, to provide them with a customized plan.

• Make recommendations as needed on investments, financial strategies, debt elimination, proper cash management and insurance coverage

• Continue involvement with your clients on a regular basis to monitor needs and any material changes.

• Remain current to latest market trends and performance to ensure clients plans are accurate and responsive, suggesting changes and actions as necessary.

REQUIREMENTS:

• Pass a government background check. • Self-motivated. • Strong interpersonal and Customer service skills. • Over 19 years old. • Canadian Citizen or Permanent Resident. • Have a vehicle or comfortable with public transit.

**Please reply with your resume or please forward to hirebvs@gmail.com

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