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Financial Sales Professionals
2 weeks ago
Company Description
Since 1991, Children's Education Funds Inc. (CEFI) has been a leading provider of Registered Education Savings Plans (RESPs) in Canada. CEFI offers three types of RESPs, supported by trained and licensed Dealer Representatives: the CET Group Option Plan, the CET Achievers Plan, and the CET Self-Initiated Option Plan. These plans cater to different family needs, emphasizing protection of principal, setting own contribution targets, and flexible individual options. The company provides comprehensive and experience-backed service, with regular communications and 24/7 access to RESP details for subscribers.
Role Description
This is a full-time hybrid role for a Financial Sales Professional located in Toronto, ON, with some work from home acceptable. The Financial Sales Professional will be responsible for providing financial advice, managing customer relationships, and promoting CEFI's RESP products. Daily tasks include consulting with clients, preparing sales presentations, addressing inquiries, and maintaining accurate client records. The role also includes the development and execution of sales strategies to meet targets and contribute to the growth of the company's client base.
Qualifications
- Skills in Finance and Financial Services
- Strong Communication and Customer Service skills
- Experience in Sales
- Excellent interpersonal and organizational skills
- Ability to work independently and in a hybrid work environment
- Relevant certifications or licenses related to financial services are a plus
- A bachelor's degree in Finance, Business, or a related field is preferred
