Financial Services Representative

Best Planners Inc.
  • Post Date: October 3, 2018
  • Applications 0
  • Views 126
Job Overview

Job Type: Full Time/Permanent

NOC: 6235

Salary: $23/Hour

Location: Brampton, Ontario

Working Hours: 40/week

Position available: 1

Minimum Education Required: Bachelor’s degree or college diploma

Work Experience: 1 to less than 7 months

Language: English

Job Duties:

– Submit and complete credit & loan applications

– Manage all communication and provide excellent customer service

– Develop strategies to sell different financial products

– Research and evaluate client’s financial status, references, credit and ability to repay the loan

– Review and update client files

– Administer client queries on financial issues and effectively resolve all customer complaints

– Assist clients by proposing solutions addressing a variety of financial objectives

– Create forms and agreements to complete sales

– Contact prospective clients to present information and explain the services offered by the company

– Work with upper management to meet sales goals

How to apply

Job Detail
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