Sales representative - Moncton
Universitas
Moncton, NB, Canada
4d ago
source : Jobillico

Does freedom and managing your own business sound good? Do you always put people first? Are your trademarks your compelling personality, can-

do energy, integrity and professional approach? With skills like these, the position of scholarship plan representative with Universitas Financial is likely a perfect fit for you.

If you care about education and helping families establish a financial plan to put their children through school, we would love to meet you!

Job description

As a scholarship plan representative , you will build and maintain your own client base through various marketing and prospecting activities.

You will contribute to promoting the registered education savings plan (RESP), a financial product gaining in popularity!

To thrive in this role, you must :

  • enjoy being your own boss;
  • manage your own schedule and be independent;
  • have methodical, organized work practices;
  • demonstrate professionalism;
  • have people skills and establish relationships of trust with potential clients;
  • enjoy stimulating challenges on a daily basis;
  • appreciate innovation and continuous improvement.
  • Your functions will include :

  • meeting families likely to want an RESP for children (parents, grandparents or relatives);
  • advising families and informing them about the many benefits of investing in an RESP with Universitas Financial;
  • getting to know your clients and assessing their needs;
  • participating in various promotional, recognition and development activities;
  • following our career launch and continuing education programs;
  • exemplifying a flawless professional image.
  • Becoming a representative for Universitas Financial means :

  • freedom and entrepreneurship;
  • meaningful work and an inspiring mission;
  • performance-based compensation;
  • numerous recognition activities and incentives throughout the year;
  • pride in working for a solid organization with nearly 1.5 billion in assets under management.
  • Join our team and take on new challenges in a CAREER THAT GIVES YOU MORE!

    Employment requirements

  • Ability to work well independently
  • Outgoing, ambitious and goal-oriented
  • Meet the education and experience requirements set by the l’Autorité des marchés financiers to provide services as a Scholarship Plan Representative
  • Must have your own vehicle
  • Previous experience in sales and knowledge of financial products (asset)
  • IMPORTANT NOTE : The office address on the map is not the exact work location. Representatives work from home or from the homes of their clients.

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