Key Responsibilities
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
Requirements
- Undergraduate degree or diploma in Business Administration with three to five years relevant experience in a financial institution; or, equivalent combination of training and experience.
- Proven ability in sales and service to the financial customers.
- Strong knowledge in financial advice and planning.
- Experience in engaging in and securing new business from existing and prospective customers.
- Expert in general banking services, including detailed knowledge of the financial products and services.
- Hold or plan to have Life License Qualification Program (LLQP)
We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted
Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5