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KATIMAVIK

Laurentides / Global

Sales Representative

  • Remote
  • Part Time

Job Summary

Job Type:
Part Time
Work Settings:
Remote
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Job Description

Financial Security Advisor

Are you an entrepreneur at heart? Do you enjoy teamwork, helping others, and have excellent communication skills? We are looking for proactive and meticulous individuals who would like to pursue a career as financial security advisors. Your role will be to support your clients in achieving their financial goals. If you are interested in advisory services, are action-oriented, and want to make a difference in people's lives, don't hesitate to seize this opportunity!

Job Responsibilities

Acquire a solid understanding of our range of financial products

Develop a business and marketing strategy to grow your client base

Establish and define your clients' protection and savings needs

Contribute to the achievement of their financial goals

Create value by offering advisory services tailored to your clients

Conduct regular client follow-ups by phone, email, and in person

Stay informed about product and strategy trends and financial developments

Desired Skills

Good social and communication skills

Confidence in your abilities and boldness

Interest in finance

Ability to explain complex topics clearly and simply

Ability to take on challenges

Attentiveness to others and their needs

Desire to learn

Rigorous and disciplined at work

Strong planning skills

Integrity

Being a Financial Security Advisor for iA Financial Group means

Experiencing the benefits of self-employment and receiving the support you need to achieve your professional goals.

More specifically, you will have access to:

A flexible schedule that facilitates work-life balance

A compensation system that rewards your performance

Benefits

Start-up assistance: throughout your AMF and PQAP certification training

Multidisciplinary team: benefit from the experience and expertise of professionals in the network

Continuing education: ongoing support and training to help you reach your full potential

Employee benefits: access to a group insurance plan and a retirement plan

Marketing: access to a wide range of marketing tools to create a customized business strategy and personalize your communication materials

Technological tools: access to several tools and services to propel your business development, including a equipment rental and purchase program, a customer relationship management (CRM) system, an intranet, a newsletter service, and remote technical support, etc.

Work Location

You can work alternately from home or at our offices according to a flexible schedule.

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