Business Development Representative in Personal Finance

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.