Coquitlam Member Experience Specialist Needed
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Prospera is looking for a Member Experience Specialist at the Burquitlam Branch in Coquitlam, BC, to enhance member engagement and deliver customized financial advice. This is a pivotal role for member onboarding and support. Ideal candidates will have 1-3 years of experience in a financial services or sales environment. You will play a key role in acquiring new members while assessing their needs through Financial Health Checks. Your ability to recommend banking and investment solutions will directly impact members' financial health. Key Responsibilities:
- Proactively onboard new members through discussions
- Conduct Financial Health Checks to discover member needs
- Recommend appropriate banking and lending solutions
- Build and manage a strong sales pipeline through referrals
- Support interactions at the omni-channel Advice Centre
- 1-3 years in financial services or sales
- Experience with lending and investment products
- Mutual Funds licensed or willingness to obtain
- Strong communication and tech abilities
- High school diploma; Business education preferred
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Coquitlam, BC, Greater Vancouver Regional District, BC; British Columbia, Canada Prospera Full-timeProspera is looking for a Member Experience Specialist at the Burquitlam Branch in Coquitlam, BC, to enhance member engagement and deliver customized financial advice. This is a pivotal role for member onboarding and support. Ideal candidates will have 1-3 years of experience in a financial services or sales environment. You will play a key role in...
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