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 Financial...


  • 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...


  • Vancouver, Langley, North Vancouver, Surrey, Victoria, Canada Serenia Life Financial Full time $80,000 - $120,000 per year

    Location: British Columbia  Type: Full TimeImagine 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...


  • 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...


  • Burnaby, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Serenia Life Financial Full time

    Overview Financial Insurance Representative at Serenia Life Financial. Location: British Columbia. Type: Full Time. 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...


  • North Vancouver, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southw, Canada Serenia Life Financial Full time

    Financial Insurance Representative Join Serenia Life Financial as a Financial Insurance Representative and help clients protect the ones they love. This role values being Human and Kind, creating deep relationships that guide clients toward their financial goals. Location & Type British Columbia    Full‑time Key Responsibilities Coordinate and compile...


  • Victoria, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, 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...


  • St. Albert, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwester, Canada Serenia Life Financial Full time

    Imagine building your career with a company that is both Human and Kind… At Serenia Life Financial, we’ve been helping Canadians protect the people they love and live generously for nearly 100 years. Our approach is simple: understand our clients, build meaningful relationships, and provide proactive financial solutions that create lasting peace of mind....


  • 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

    15850 26th Avenue Surrey British Columbia,V3Z 2N6 **Fluency in English and Mandarin preferred.** 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 through various...