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Publié il y a 16 jours

Business Development Representative in Personal Finance

@ iA Financial Group (Industrial Alliance)

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Saint-Eustache, Québec

Temps plein
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En bref

iA Financial Group (Industrial Alliance) is hiring a full-time Business Development Representative in Personal Finance to promote and sell insurance, savings, retirement and loan products to individuals and businesses. The role involves meeting prospective clients, presenting tailored proposals, following up on leads and working toward sales goals under a manager's supervision. The posting asks for a CEGEP diploma or equivalent, with sales or financial services experience an asset and entry-level candidates encouraged to apply.

Responsabilités :

  • Promote and sell insurance, savings, retirement and loan products
  • Meet potential clients and propose suitable financial solutions
  • Prepare and present product proposals
  • Follow up with clients and manage leads in CRM
  • Participate in networking events

Résumé des exigences :

  • CEGEP diploma or equivalent training
  • Sales or financial services experience an asset
  • Excellent communication and interpersonal skills
  • Ability to work independently and as a team player
  • Motivation to achieve sales goals

Outils et compétences

CRM
Source et dates

Type de source non vérifié · apify-linkedin

Date publiée par l’employeur
2026-10-29
Première détection par notre source
2026-11-15
Mise à jour du dossier source
2026-11-15

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauDébutant
DomaineVentes
Heures par semaine40 (estimé)
Déplacementsavion : aucun · route : minimes
Milieu de travailChez les clients, Bureau
PositionAssis et debout
Exigences physiquesphysique faible · ordinateur modéré
LanguesEnglish
FormationCollégial (DEC) (exigé)

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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iA Financial Group (Industrial Alliance)

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Description
Industrielle Alliance Groupe Financier is seeking a Business Development Representative in Personal Finance. This role is essential to provide financial services tailored to the needs of individuals and businesses. You will be part of a dynamic team dedicated to customer satisfaction in the financial sector.

About The Role

As a Business Development Representative, you will be responsible for promoting and selling our financial products, including insurance, savings, retirement, and loans. You will work under the supervision of a manager and collaborate with other team members to achieve sales goals. A typical day will include meeting potential clients, presenting products, and following up on leads. You will also be involved in analyzing client needs to offer tailored financial solutions.

Responsibilities

  • Promote the company's financial services to attract new clients and increase sales.
  • Meet potential clients to understand their financial needs and propose suitable solutions.
  • Prepare and present proposals for financial products, including insurance and savings options.
  • Ensure regular follow-up with clients to maintain a strong relationship and address their inquiries.
  • Collaborate with the team to develop effective sales strategies and meet set objectives.
  • Participate in networking events to establish contacts and promote the company's services.
  • Utilize customer relationship management (CRM) tools to track client interactions and manage leads.
  • Analyze market trends to identify new sales opportunities.
  • Work closely with managers to ensure client satisfaction and compliance with service standards.

Who we are looking for

The ideal candidate holds a CEGEP diploma or equivalent training. Experience in sales or financial services is an asset, but entry-level candidates are also encouraged to apply. You must have excellent communication and interpersonal skills. The ability to work independently while being a team player is essential. A positive attitude and strong motivation to achieve sales goals are also required.

Skills

  • Excellent verbal and written communication skills.
  • Ability to build strong relationships with clients.
  • Negotiation and persuasion skills.
  • Knowledge of financial products and insurance services.
  • Ability to work with CRM tools for client management.
  • Ability to work independently and as part of a team.

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Tout le CanadaTélétravail · Hybride · Sur place · Sur le terrain

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