53 Emplois pour Client Advisor - Canada
Insurance Advisor
Fort Saint John, British Columbia
Western Financial Group
Emploi consulté
Description De L'emploi
Here is what a typical day looks like You will provide quotes and sell new policies to customers via phone, in-person and by email Everyday you will assist customers with the purchase of their home and auto policy You will manage and build customer relationships and meet insurance sales targets Follow up on all client accounts to resolve outstanding activities Conduct sales calls for new business and making timely renewal calls for existing customer business The value you bring You do not need experience, if unlicensed, we would provide applicable training for the right candidate General Level 1 Insurance License an asset Proficient in navigating multiple computer programs You must be able to communicate professionally in-person, over the phone, and through email Prior experience achieving sale targets in a similar or comparable role Working experience in EPIC an asset Hours: Full-time / 40 hour/week Location: Fort St. John, BC Compensation Range: $51,000 - $61,000 Requisition #: 81997 At Western, we prioritize the well-being of our employees and are committed to fostering an inclusive environment that values diversity within our communities. We strive to create a workplace that is accessible, equitable, and supportive, ensuring that all team members feel valued and can thrive in their roles. As an equal opportunity employer, we welcome applicants from all backgrounds, and we encourage individuals to apply even if their experience does not fully meet all the criteria listed. If you need assistance or have questions about requesting reasonable accommodation, please feel free to reach out to us at any time during the hiring process by contacting our Talent Acquisition team at or reviewing Careers Page on our website. We value our employees and offer programs that enhance their lives. Eligible employees receive 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits. For over 20 years, community support has been integral to our culture through the Western Financial Group Communities Foundation.
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Private Client Advisor
Windsor, Ontario
Zoho Recruit
Aujourd'hui
Emploi consulté
Description De L'emploi
Job DescriptionFirm: Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio that is custom tailored for that client. Fee based discretionary managed portfolios. Main selling feature is that clients would hold a truly globally diversified portfolio of individual stocks and bonds (not limited to North American equities and bonds). Role: In this home based outside sales role, you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over $500k to invest. There is absolutely no cold calling/no prospecting in this role and the firm prefers that you focus on closing the leads that the firm provides. In this role you would be focused on speaking with the leads, meeting with the leads, with the goal of signing this client up to invest with this firm. A dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships. The firm actively markets their services via direct mail, internet, television advertising and other mediums. The firm receives pre-qualified responses from interested investors who are willing to have a discussion about moving over their investment portfolio. Home Office: The firm covers all home office expenses: computer, phone, scanner, printer, etc. The firm also covers all travel expenses and gives you an expense account. Compensation: $00,000 salary to start + uncapped commission (average total compensation 300,000- 500,000 and top producers earning 1+ million) Benefits: 100% coverage on all health/medical, dental & vision care for you and any dependents Requirements: Must be licensed to manage portfolios that contain individual stocks/bonds (not just mutual funds) for at least 2 out of the past 4 years & a strong track record of success in sales and bringing in new investment assets to the firm. Requirementsinvestment
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0
Private Client Advisor
Winnipeg, Manitoba
Zoho Recruit
Aujourd'hui
Emploi consulté
Description De L'emploi
Job DescriptionFirm: Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio that is custom tailored for that client. Fee based discretionary managed portfolios. Main selling feature is that clients would hold a truly globally diversified portfolio of individual stocks and bonds (not limited to North American equities and bonds). Role: In this home based outside sales role, you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over $500k to invest. There is absolutely no cold calling/no prospecting in this role and the firm prefers that you focus on closing the leads that the firm provides. In this role you would be focused on speaking with the leads, meeting with the leads, with the goal of signing this client up to invest with this firm. A dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships. The firm actively markets their services via direct mail, internet, television advertising and other mediums. The firm receives pre-qualified responses from interested investors who are willing to have a discussion about moving over their investment portfolio. Home Office: The firm covers all home office expenses: computer, phone, scanner, printer, etc. The firm also covers all travel expenses and gives you an expense account. Compensation: $00,000 salary to start + uncapped commission (average total compensation 300,000- 500,000 and top producers earning 1+ million) Benefits: 100% coverage on all health/medical, dental & vision care for you and any dependents Requirements: Must be licensed to manage portfolios that contain individual stocks/bonds (not just mutual funds) for at least 2 out of the past 4 years & a strong track record of success in sales and bringing in new investment assets to the firm. Requirementsinvestment
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1
Financial Services Manager
Joliette, Quebec
Joliette Ford Lincoln
Aujourd'hui
Emploi consulté
Description De L'emploi
OFFER.JSON_DESC
Expected salary range
up to $125,000
Workplace : Joliette, QC
Tasks
- Business development
- Customer follow-up
- Deal with the financing and leasing of vehicles according to the standards of financial institutions
- Delivery of documentation and signatures
- Effectively complete sales and rental forms
- Ensure that financing and insurance fees are collected
- Obtain and verify credit applications.
- Payment manipulation during transactions
- Revise the sales contracts
- Take down payments and issue receipts.
- Telephone / email solicitation
REQUIREMENTS
Experience
- offer.experience_required
WORKING CONDITIONS
- Business closed on weekends
- Competitive compensation
- Continual training
- Dental insurance plan
- Disability insurance
- Employees discounts
- Free parking
- Hiring possibility following internship
- Life insurance plan
- Medical insurance
- Paid training
- Sick day off paid
- Summer schedule
offer.json_desc_2
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