2 Jobs Found
Account Manager Full-time Job
Financial Services SurreyJob Details
The Account Manager is responsible to work on opportunities across North America, representing the business to all levels of decision makers within the accounts.
The purpose of this role is to solution sell the full scope of services to new customers with the key deliverables achieving assigned revenue objectives and enabling maximum revenue growth.
How You'll Help:
- Sells into accounts, services new accounts, and manages an existing client base.
- Acts proactively to create opportunities for new business with existing accounts.
- Builds relationships with potential new and existing accounts to grow & retain business in Canada and the US.
- Generates sales leads by networking, cold-calling prospects and building relationships as part of a coordinated sales strategy.
- Creates sales strategies by gathering market information, analyzing opportunities and documenting sales methodology.
- Prepares presentations and delivers to prospective clients.
- Maintains accurate customer files.
- Works with operations to address issues with scheduled shipments.
- Other related duties as may be required.
Your Skills & Experience:
- Minimum of secondary education
- Post-secondary education in business administration or related field, an asset
- A suitable combination of education and experience may be considered
- Previous transportation or operational experience is preferred; various roles within transportation would be beneficial.
- A minimum of 1-2 years’ experience in telesales, sales support/customer service or business-to-business sales.
- A solid network and client base to call upon is preferred.
- Strong interpersonal skills and a desire to resolve problems in a timely fashion.
- Considerable tact, courtesy and diplomacy are required when dealing with customers, either existing or new. Problem solving demands require immediate action, to ensure the consistent application of strategies for growth.
- Excellent communication and negotiation skills.
- Proven experience in freight brokerage sales, with a desire to grow professionally.
- Computer skills in Microsoft Office, Windows environment are key to succeeding in this role.
- Out-going "Hunter" personality.
- Demonstrated customer relationship skills.
- Able to work deadlines in high transactional environment.
- Ability to champion business needs in a collaborative manner to colleagues.
- Results focused.
Account Manager
Day & Ross Inc.
SurreyFinancial Services Full-time
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Financial Planner Full-time Job
Financial Services SurreyJob Details
Location(s): Help Headquarters
Job Type: Full Time
myWork Options: In-person, Hybrid
Background Screening Requirement:
- Enhanced Criminal Record Check
- Credit Check
- Employment Verification
- References
What’s the job?
As a Financial Planner you will manage a portfolio of existing members and their families, building long-lasting relationships with current and potential members. You will conduct effective discovery meetings to determine member needs and translate the complex world of investments into effective solutions that help members meet their financial goals and objectives.
What you’ll get to do:
- Proactively identify member financial needs and solutions by considering the member's wealth, business, life goals and other objectives;
- Leverage financial planning tools to prepare customized and effective presentations; acquire new business from both existing members and prospects;
- Lead with advice, counselling members on investment strategies and other financial decisions;
- Review and communicate portfolio performance to members and provide education and consultation related to their investment and financial needs;
- Serve as a resource for members and staff with needs surrounding financial planning, investments, insurance, tax strategies, retirement analysis, estate & succession planning, etc.;
- Consistently identify opportunities for personal banking, small business and general insurance opportunities and refers accordingly to support business objectives across business lines;
Who are we looking for?
Self-motivated and a keen listener, you enjoy building and developing close client relationships; you are adept at using multiple forms of communication to great effect - knowing when and how to use each for the best outcome.
Key skills required:
- 3-5 years of relevant experience and post-secondary degree or diploma in a related field of study or an equivalent combination of education and experience;
- CFP designation required;
- TEP and/or CPA designation are an asset;
- Eligible to be registered with the BC Securities commission to sell mutual funds;
- Canadian Securities course, Wealth Management Essentials (WME) + Conduct & Practices Handbook (CPH);
- Familiarity with financial planning software, Morningstar & Salesforce programs;
- Demonstrated sales skills with an ability to self-source business as well as referral business;
- Advanced knowledge of a variety of investment products;
- Solid knowledge with life insurance products and administration.
Financial Planner
Coast Capital
SurreyFinancial Services Full-time
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