Business Development Representative in Personal Finance

Job summary

The Business Development Representative is responsible for promoting and selling financial products such as insurance, savings, and loans to new and existing clients. They will analyze client needs, conduct meetings, and collaborate with the team to achieve sales targets while maintaining strong client relationships.

Job details

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.

What you’ll do

The Business Development Representative is responsible for promoting and selling financial products such as insurance, savings, and loans to new and existing clients. They will analyze client needs, conduct meetings, and collaborate with the team to achieve sales targets while maintaining strong client relationships.

Requirements

The ideal candidate should hold a CEGEP diploma or equivalent and possess strong communication and interpersonal skills. While experience in sales or financial services is considered an asset, entry-level candidates are encouraged to apply.

Listed skills

• Teamwork · Preferred
• interpersonal skills · Preferred
• Sales · Preferred
• Negotiation · Preferred
• Communication · Preferred
• Financial planning · Preferred
• Client Relationship Management · Preferred
• CRM Tools · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales
• Financial Services
• Customer Relationship Management
• Communication
• Interpersonal Skills
• Negotiation
• Persuasion
• Lead Generation
• Market Analysis
• Client Relationship Management
• Insurance
• Financial Planning
• Teamwork
• CRM Tools

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support