Financial Services Representative
6 days ago
We are seeking a motivated and results-driven Telemarketing Agent to join our Wealth Management team at the National Bank. As a key member of our team, you will play a crucial part in reaching out to potential clients, promoting our financial services, and scheduling consultations for our advisors.
About the Role:
This is a full-time, 20 hours per week Part-Time position with a competitive salary range of $45,000 - $60,000 per year, depending on experience. The successful candidate will have strong verbal communication skills, be able to work in a team environment, and possess a high school diploma or vocational diploma.
Responsibilities:
- Conduct high-quality outbound calls to potential clients to introduce our wealth management services and assess their financial needs.
- Identify and qualify leads based on predefined criteria and maintain accurate records in our CRM system.
- Schedule appointments for our financial advisors with qualified prospects, ensuring all relevant information is communicated clearly.
- Follow a structured script while maintaining a personable approach to engage prospects and handle objections effectively.
- Stay informed about industry trends and market conditions to effectively communicate the benefits of our services.
- Provide regular feedback and reports on call outcomes, lead quality, and appointment metrics to the management team.
Benefits:
The National Bank offers a wide range of flexible benefits to support your wellbeing and that of your family, including health and wellness programs, flexible group insurance, generous pension plans, employee share ownership plans, employee and family assistance programs, preferential banking services, and opportunities to get involved in community initiatives.
Company Overview:
The National Bank is a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. We offer a barrier-free workplace that is accessible to all employees.
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