NOC 63102 - Financial sales representatives

Provide financial product advice and sell services to individual and business clients. Build and maintain customer relationships while achieving sales targets and ensuring compliance with industry regulations.

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• Identify and prospect potential clients through cold calling, networking, referrals, and lead follow-up.
• Assess clients' financial needs, goals, and risk tolerance to recommend appropriate products and services.
• Prepare and present product proposals, quotes, and application documentation to clients.
• Execute sales transactions, process applications, and coordinate with operations for account setup and servicing.
• Maintain accurate client records, follow-up activities, and sales reports in customer relationship management systems.
• Stay informed about product features, market developments, and regulatory requirements; participate in ongoing training.

• Post-secondary diploma or degree in business, finance, economics, or equivalent combination of education and experience.
• Proven sales experience, preferably in financial services, banking, or a related industry.
• Strong verbal and written communication skills with the ability to build rapport with diverse clients.
• Proficiency with CRM software, Microsoft Office, and common digital communication tools.
• Demonstrated ability to manage a sales pipeline, meet targets, and work independently with attention to detail.
• Eligible to work in Canada and able to pass employment background and reference checks; willing to obtain any required industry certifications or registrations as applicable.

• Sales and negotiation
• Client needs assessment and financial product recommendation
• Relationship building and account management
• Attention to detail and documentation accuracy
• CRM and digital literacy
• Compliance awareness and ethical conduct

Benefits include competitive wages, supportive work environment, opportunities for growth, training support, and other employer-specific benefits depending on the position and location.

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We are a Canadian immigration, recruitment, and settlement company based in Canada, with multiple branches across the globe. We support clients who have decided to relocate to the land of opportunities by offering services related to employment, education, immigration, recruitment, and settlement.

At GTR Worldwide, we aim to provide professional Canada visa consultancy and recruitment support to help newcomers feel informed, prepared, and confident. We assist a wide range of clients and agents from around the world and work to build their strengths and confidence so they can pursue opportunities in Canada.

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