Financial Representative

2 days ago


Surrey, Canada Serenia Life Financial Full time

Location: British Columbia
Type: Full Time

Imagine working for a company that is both **Human** and **Kind**...

At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life Financial Representative it will be essential to the role, that deep relationships are created through being **Human** and **Kind.** This will assist our clients in making smart choices that will allow them the greatest chance of achieving their financial goals. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

**If you are looking to**:

- Work in SALES in an uncapped earning environment with unlimited growth potential
- Have a flexible schedule & be in business for yourself but not by yourself
- Help Canadians achieve financial security through leading edge products

**Key Accountabilities**:

- Coordinating and compiling new business quotes and renewals
- Business Development - Outbound prospecting, scheduling appointments, identifying customer needs, and introducing appropriate products and services
- Provide a high level of customer service
- Digital Wealth Management (Insurance, Investments and Mortgages)

**Requirements**:

- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
- Successful track record of meeting sales goals/quotas preferred
- Excellent interpersonal skills
- Excellent communication skills - written, verbal and listening
- Proactive in problem-solving
- Dedicated to customer service
- Ability to multi-task
- Ability to make presentations to potential customers
- LLQP or Willing to obtain

**What sets us apart?**
- Competitive compensation structure, bonuses and monthly sales contests
- Ongoing Training that is focused on improving the skill set and technical knowledge of our team
- Yearly Sales Conventions
- Getting to work in a team enviorment that has a strong focus to giving back to our communities
- A remote work from home opportunity, to create your optimal work/life balance

**Anticipated Income 50K - 80K



  • Surrey, Canada Serenia Life Financial Full time

    Location: British Columbia Type: Full Time Imagine working for a company that is both **Human** and **Kind**... At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life...


  • Surrey, Canada AAR Financial Full time

    Meet with clients to determine needs; analyze financial status; and recommend loan products to provide solutions. - Research and evaluate loan applicant’s financial status, references, credit history and ability to repay the loan. - Maintain an active knowledge of loan products including continuous training on those products. - Utilize professional...

  • Lead Payments

    6 days ago


    Surrey, Canada PC Financial Full time

    All referred applicants must first be submitted through Workday by a current Loblaw Colleague. **Location**: 14650 104th Ave, Surrey, British Columbia, V3R 1M3 When you hire great people, great things can happen. PC Financial offers unprecedented value to Canadians through payment products. We're a different kind of bank with a different type of...


  • Surrey, Canada Neo Financial Full time

    Overview At Neo, we’re reimagining everyday financial services from the ground up and shaping the financial future for millions of people in Canada. We’re a tech company consistently pushing for the next best thing. This provides many opportunities to grow and learn, both personally and professionally. In just over 2 years, we’ve grown to a current...


  • Surrey, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Banking Customer Service Representative & Specialist Role...


  • Surrey, Canada BMO Financial Group Full time

    15925 Fraser Hwy, Unit 101 Surrey British Columbia,V4N 0Y3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience...


  • Surrey, Canada BMO Financial Group Full time

    7488 King George Hwy, #110,160 Surrey British Columbia,V3W 0H9 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer...


  • Surrey, Canada BMO Financial Group Full time

    135 15850 26th Avenue Surrey British Columbia,V3Z 2N6 This is a part-time role (7.5 hours per week minimum guarantee) at our Morgan Crossing branch in Surrey. This position requires availability to work anytime during branch hours, Monday through Saturday. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides...


  • Surrey, Canada BMO Financial Group Full time

    1626 Martin Drive Surrey British Columbia,V4A 6E7 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...


  • Surrey, Canada BMO Financial Group Full time

    5661 - 152 Street Surrey British Columbia,V3S 9A5 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and...


  • Surrey, Canada BMO Financial Group Full time

    17559 56 Avenue Surrey British Columbia,V3S 1C4 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...


  • Surrey, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Surrey, Canada BC LTD. Full time

    Job Title: Customer service Representative- Financial Institutions Status: Full Time, permanent Wage Rate: $21/HR Vacancies: 1 Company: BC Ltd. Address: Suite 106, A Avenue surrey, British Columbia V3X 1X1 Job Description: Process customer cash deposits and withdrawals, cheques, transfers, bills and credit card payments, money orders, certified cheques, and...


  • Surrey, Canada BC LTD. Full time

    Job Title: Customer service Representative- Financial Institutions Status: Full Time, permanent Wage Rate: $21/HR Vacancies: 1 Company: BC Ltd. Address: Suite 106, A Avenue surrey, British Columbia V3 X 1 X1 Job Description: Process customer cash deposits and withdrawals, cheques, transfers, bills and credit card payments, money orders, certified cheques,...


  • Surrey, Canada BC LTD. Full time

    Job Title: Customer service Representative- Financial Institutions Status: Full Time, permanent Wage Rate: $21/HR Vacancies: 1 Company: BC Ltd. Address: Suite 106, A Avenue surrey, British Columbia V3X 1X1 Job Description: Process customer cash deposits and withdrawals, cheques, transfers, bills and credit card payments, money orders, certified cheques, and...


  • Surrey, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Surrey, Canada Vancity Full time

    **The Team**: - The Financial Services Representative reports directly into the Assistant Branch Manager. **_A typical day would involve:_** - Performing member transactions consistent with established standards so that a high level of quality service delivery is achieved. - Identifying and assessing member/prospect needs to provide appropriate products,...


  • Surrey, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Surrey, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Surrey, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...