sales representative, financial services

Overview

Languages

English

Education

• No degree, certificate or diploma

Experience

3 years to less than 5 years

Responsibilities

Tasks

• Oversee the preparation of sales or contracts
• Prepare sales or other contracts
• Reach to clients after sale or signed contracts to provide ongoing support
• Identify and solicit potential clients
• Conduct sales transactions
• Advertise and/or promote products, sales or services
• Provide clients with presentations on the benefits and uses of goods or services

Experience and specialization

Computer and technology knowledge

• Presentation software
• Word processing software
• Electronic mail
• Spreadsheet
• Enterprise resource planning (ERP) software
• MS Office

Additional information

Security and safety

• Criminal record check

Work conditions and physical capabilities

• Fast-paced environment
• Work under pressure
• Tight deadlines
• Repetitive tasks
• Attention to detail
• Sitting

Own tools/equipment

• Computer
• Internet access
• Cellular phone

Personal suitability

• Client focus
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Flexibility
• Initiative
• Organized
• Team player
• Creativity

Benefits

Financial benefits

• As per collective agreement
• Bonus
• Commission
• Gratuities