Financial Representative

3 days ago

Abbotsford, 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 commission compensation structure, base 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 environment 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

  • Payments & Rewards Sales Representative

    2 weeks ago

    Abbotsford, Canada PC Financial Full time

    All referred applicants must first be submitted through Workday by a current Loblaw Colleague. **Location**: 2855 Gladwin Rd, Abbotsford, British Columbia, V2T 6Y4 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...

  • Financial Service Representative

    1 week ago

    Abbotsford, Canada easyfinancial Full time

    If you are looking to join one of Canada’s fastest growing companies, goeasy Ltd. is the place for you! Recognized as one of**North America’s Most Engaged Workplaces, we want the best to join our team. **easyfinancial** is one of Canada’s leading non-prime lenders, we pride ourselves on helping everyday Canadians achieve their personal and financial...

  • Customer Service Representative

    2 weeks ago

    Abbotsford, Canada BMO Financial Group Full time

    3122 Mt Lehman Rd, Unit J160 Abbotsford British Columbia,V2T 0C5 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...

  • Customer Service Representative

    5 days ago

    Abbotsford, Canada BMO Financial Group Full time

    3122 Mt Lehman Rd, Unit J160 Abbotsford British Columbia,V2T 0C5 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...

  • Financial Services Representative Bcgeu

    1 week ago

    Abbotsford, Canada Vancity Full time

    Vancity is the largest private sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,600 diverse individuals and access competitive rewards & benefits, all while knowing you are a part of a greater movement. As a **Financial Services Representative** you will build...

  • General Manager

    1 day ago

    Abbotsford, Canada Shell Canada Full time

    Education: Bachelor's degree - Experience: 5 years or more **Work setting**: - Various locations **Budgetary responsibility**: - $100,001 - $500,000 **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...

  • Finance Vice-president

    1 week ago

    Abbotsford, Canada J&H Alexander Ltd. Full time

    Education: Bachelor's degree - Experience: 2 years to less than 3 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 financial and administrative controls; formulate and approve...

  • Customer Service Representative

    1 week ago

    Abbotsford, Canada BMO Financial Group Full time

    32988 South Fraser Way Abbotsford British Columbia,V2S 2A8 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...

  • CEO (Chief Executive Officer) - Financial

    7 days ago

    Abbotsford, Canada AI PLAYERS INC. Full time

    Education: - Expérience: **Education**: - Master's degree **Work setting**: - Business services - Data processing and computers **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...

  • Member Services Representative Pt

    1 week ago

    Abbotsford, Canada Coast Capital Savings Full time

    As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone...