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Business Development Representative

2 weeks ago

Moncton, New Brunswick, Canada Foresters Financial Services, Inc. Full time

Job Description:

We are seeking an experienced Inside Sales Representative to join our team in Western Canada. As a key member of our sales team, you will be responsible for promoting our products and services to Independent Financial Advisors through World Financial Group.

Key Responsibilities:

  • Deliver training to advisors on our products, services, software, and applications.
  • Initiate phone contact with advisors to build relationships and expand existing ones.
  • Work collaboratively with Regional Sales Directors to execute a marketing and sales plan for the region.
  • Use your knowledge of our products and industry to increase sales and onboard new business.
  • Create presentations using PowerPoint software and Zoom.
  • Manage and respond to inquiries via phone, email, or in person in a professional manner.
  • Attend events, webinars, and office trainings during evening and weekend hours as required.

Qualifications:

  • Bachelor's degree in Commerce, Finance, Business Administration, or Economics.
  • Excellent knowledge of insurance products and industry trends.
  • Strong presentation and public speaking skills.
  • Excellent interpersonal skills to handle a variety of advisors professionally.
  • Ability to influence and motivate.
  • Superior organization and planning skills.
  • Proactive and self-motivated with multiple priorities in a fast-paced environment.
  • Minimum 2 years of sales experience, preferably in the financial industry.
  • Experience with WFG is an asset.
  • Bilingual is an asset.
  • CFP and/or LLQP is an asset.