Financial Services Sales Representative

2 months ago


Edmonton, Canada Kyle Houston - Agent for Desjardins Insurance Full time

**Responsibilities**:

- Work with Manager and Agent to establish strategic and marketing initiatives around life and health insurance
- Sales and service of life and health insurance products
- Find new opportunities to grow our life and health book of business
- Work with Team to educate on multi-line sales
- Work with Team to Deliver 5 Star Sales and Service experience
- Deliver on goals with in the group around cross selling / up selling, and many other target based programs
- Manage a client contact program to enhance our customer's insurance and financial experience
- Use a customer-focused, needs-based review process to educate customers about insurance options

**Job Requirements**:

- Ability to advise and help households manage risk
- Successful track record of managing and growing business targets
- Self-motivated
- Ability to relate to Team Members and customers
- Strong communication and interpersonal skills
- Strong work ethic with a total commitment to success each and every day
- Organized, with the ability to problem solve
- Attention to detail
- Strong understanding of social media/technology
- Ability to motivate and leadership skills

**Qualifications**:

- Life / Accident and sickness license
- Property and Casualty license (must be able to obtain)
- Management and sales experience (required)
- Educations in a related field
- 2 years of relevant experience
- Previous insurance experience in various property and casualty disciplines, such as underwriting, claims, sales or service would be an asset

**Locations**:
North Office: 103-13245 140 Ave NW Edmonton
South Office: 101-596 Riverbend Sq. NW Edmonton
- These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees._



  • Edmonton, Alberta, Canada western financial Full time

    Job OverviewWe are seeking a skilled Insurance Sales Representative to join our team at Western Financial in Camrose, Alberta. As an Insurance Advisor, you will be responsible for meeting sales targets through quotes and referrals of new business.


  • Edmonton, Alberta, Canada Fairstone Financial Inc. Full time

    About the RoleWe are seeking a highly motivated and customer-focused Financial Service Representative to join our team at Fairstone Financial Inc.This is a full-time opportunity that offers a broad training program, professional development, and a comprehensive benefits package.Job ResponsibilitiesSupport customers and prospective customers on the phone and...


  • Edmonton, Canada PC Financial Full time

    **All referred applicants must first be submitted through Workday by a current Loblaw Colleague.** **Location**: 12350 137 Ave NW, Edmonton, Alberta, T5L 4X6 **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...


  • Edmonton, Canada PC Financial Full time

    **All referred applicants must first be submitted through Workday by a current Loblaw Colleague.** **Location**: 17303 Stony Plain Rd NW, Edmonton, Alberta, T5S 1B5 **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...


  • Edmonton, Canada Kadin Sales Full time

    **Job description - Outside Sales** **Job Description/Requirements: Outside Sales/Account Manager** **Territory: Edmonton (local office) and Northern Alberta** **Key Responsibilities, but not limited to**: - Manage a portfolio of accounts to achieve long-term success for mechanical lines - Identifies and generates new prospects/sales leads - Facilitates...

  • Sales Representative

    6 months ago


    Edmonton, Canada Neo Financial Full time

    At Neo, we’re disrupting the future of finance. Our suite of products speaks for itself; high-interest daily operating accounts - Neo Money - investment funds - Neo Invest - digital mortgages - Neo Mortgages - and most notably, the Neo Card, which was voted the best cashback card in Canada in 2021. We’ve raised $299M with world-class investors, and are...

  • Sales Representative

    4 months ago


    Edmonton, Canada Alpha Financial Services. Full time

    **Overview** **Responsibilities**: - Develop and implement sales strategies to achieve sales targets - Identify and pursue new business opportunities through prospecting and cold calling - Build and maintain strong relationships with new and existing clients - Provide exceptional customer service throughout the sales process - Analyze sales data to...


  • Edmonton, Canada Serenia Life Financial Full time

    Location: Alberta 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...


  • Edmonton, Canada CWB Financial Group Full time

    At , 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 Role Specifications Location: Edmonton, AB -...


  • Edmonton, Canada Biznes Financial Services Inc Full time

    Education: Bachelor's degreeExperience: 3 years to less than 5 yearsTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and...


  • Edmonton, Alberta, Canada Kognitive Sales Solutions Full time

    About Kognitive Sales SolutionsWe are a renowned marketing agency in Canada, partnering with top brands to drive sales and brand awareness. Our mission is to empower individuals to excel in their careers while delivering exceptional results for our clients.Compensation PackageThe base salary for this role is $15.50 per hour, plus uncapped commission. This...


  • Edmonton, Canada Lowry Sales AB Ltd. Full time

    **Outside Sales Representative** Lowry Sales is an independent distributor supplying multiple international brands of products to a very diverse customer base. We are known as the Tape Specialists and have been serving Western Canada since 1969. We pride ourselves on quick shipping of our products to our customers and the ability to quickly adapt and...


  • Edmonton, Canada Biznes Financial Services Inc Full time

    Education: Bachelor's degree - Experience: 3 years to less than 5 years **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions - Establish objectives for the organization and formulate or approve...


  • Edmonton, Canada Biznes Financial Services Inc Full time

    Education: Bachelor's degreeExperience: 3 years to less than 5 yearsTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and...


  • Edmonton, Canada Biznes Financial Services Inc Full time

    Education: - Expérience: **Education**: - Bachelor's degree **Tasks**: - Allocate material, human and financial resources to implement organizational policies and programs - Authorize and organize the establishment of major departments and associated senior staff positions - Establish objectives for the organization and formulate or approve policies and...


  • Edmonton, Canada SIERRA 13 SECURITY SERVICES LTD. Full time

    **Job Overview** **Duties** - Identify and pursue new business development opportunities. - Build and maintain strong relationships with existing clients while actively seeking new prospects. - Conduct market analysis to understand customer needs and competitive landscape. - Negotiate contracts and close sales to achieve targets. - Deliver exceptional...


  • Edmonton, Canada BMO Financial Group Full time

    5503 23rd Avenue Edmonton Alberta,T6L 7B9 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...


  • Edmonton, Canada BMO Financial Group Full time

    10185 101 Street NW Edmonton Alberta,T5J 0H4 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...


  • Edmonton, Canada BMO Financial Group Full time

    17504 100 Ave Edmonton Alberta,T5S 2S2 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 overall...


  • Edmonton, Canada BMO Financial Group Full time

    13370 114th Ave Edmonton Alberta,T5M 4B7 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...