Field Sales Representative
Calgary, AB, CA, Canada
Job Description
Responsibilities
:Conduct meetings with prospective and existing clients to review their current financial state and gather information about their future goals. Prepare and execute strategies to attract and connect with new clients. Build comprehensive financial roadmaps to help clients achieve their objectives. Recommend and implement suitable insurance and investment products that align with clients' financial plans. Provide advice on retirement planning, investing, and protecting against risks. Analyze clients' risk profiles and assess their financial portfolios. Offer specialized guidance on areas of financial concern. Assist clients during the claims process. Maintain accurate electronic and paper records.
Qualifications
:Excellent Communication Skills
: Ability to clearly convey complex concepts in an understandable manner.Eligibility to Work in Canada
: Must have legal authorization to work within Canada.Valid Driver's License
: Essential for traveling around Calgary for client meetings.While formal education or specific licenses are not required, having them can be beneficial. However, we prioritize strong interpersonal skills and the ability to build rapport with clients.
Job Type: Full-time
Pay: $40,000.00-$95,000.00 per year
Additional pay:
Commission pay
Benefits:
Casual dress Flexible schedule Work from home
Flexible language requirement:
French not required
Schedule:
Monday to Friday
Willingness to travel:
75% (preferred)
Work Location: Hybrid remote in Calgary, AB T1Y 7J7
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Job Detail
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Job IdJD2376196
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IndustryNot mentioned
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Total Positions1
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Job Type:Contract
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationCalgary, AB, CA, Canada
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EducationNot mentioned