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Job Description

Financial Services Representative

Rate TBD
Location Edmonton, AB Canada (On-site)
Type of project Business consulting & Finance Financial Services/ Insurance
Duration contract ongoing
Education required Some college/University
Years of experience Less than 2 years
Type of employment N/A
Area of Specialization Business
Languages required N/A
Workhoppers Edmonton AB
Description
Job Description

We are seeking Financial Services Representatives to join our team as we expand across Canada! This is an opportunity to work remotely. Looking for candidates to put through a training and apprenticeship program.

Responsibilities:

- Work as a part of my team assisting individuals and families with all of their financial needs including, but not limited to, debt solutions, financial and retirement planning, investments, savings, and personal insurance
- Receive individual support and training to become a financial services specialist
- Educate people on the services you provide
- Build trustworthy relationships with the families we serve
- Collect information and analyze the needs of the families we serve
- Create individual plans that address all the financial needs of your clients
- Provide value to people who cannot find help from traditional institutions
- Follow up with families we serve to ensure our ongoing relationship is current and relevant

​Qualifications:

- Strength of Character a must
- Ability to build rapport with clients
- Ability to prioritize and multitask
- Positive and professional demeanor
- Verbal communication skills an asset

Specific schedule:
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Morning
Afternoon
Evening
 
2021-04-22

-April 22, 2021
 

 

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