Complete documentation following appointments with members and clients by meeting with them to obtain signatures
Answering questions related to operations, opening accounts and presenting and closing sales of products and services
Direct and assist members and clients in using the above
Help prioritize weekly activities for account managers and plan upcoming follow-ups and solicitation activities
Contact members and clients to confirm planned transactions
Make courtesy calls upon request by the account managers
Help prepare and deliver presentations targeted at members and clients and follow up on them as needed
Contribute to business development by participating in a variety of solicitation activities
Use contacts with members and clients to build strong business relationships
Listen carefully to their needs to ensure full satisfaction and make the most of sales opportunities, and keep files up-to-date
Ensure files are complete and in compliance with all applicable deadlines and standards for quality
Respect all policies, practices and standards in effect for conducting transactions and operations securely

Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment

Financial Services Agent, Clientele

Key skills