Financial Services Representative - Bilingual (Mandarin/Cantonese)

Financial Services Representative - Bilingual (Mandarin/Cantonese)

中文金融服务代表

(Please see below for the English language version of this Job Description.)

作为金融服务代表，您将专注于通过提供高质量的销售和金融服务建议来发展和深化客户关系，您将负责遵守监管要求和合规的销售行为，并通过对外宣传和获取新客户来推动投资和寿险的销售增长。

 您的职责:

• 提供以客户为中心的投资服务，包括独立基金和共同基金解决方案。
• 与潜在客户接触，主动建立销售渠道，并制定营销计划，以促进基于建议的增值金融服务。
• 进行需求分析，审查客户的财务目标，提供符合 "了解客户 "要求的建议，开立新账户并记录建议或变化。
• 对客户的投资计划进行定期审查，确定额外的资产收集机会。
• 参与活动以建立品牌知名度，并开发，维护和培养社区联系，以提高代理商的知名度并最大限度地利用新的商机。

 我们对您的期待:

• 偶尔需要出差。
• 持有效的驾驶执照和保险。
• 对客户的病史、财务状况和其他个人信息严格保密。
• 繁忙期间需要延长工作时间，包括周末。
• 需要与客户直接接触沟通
• 已被选为候选人后，需要接受犯罪记录和消费者历史背景调查。

 如何获取成功:

• 保持专注和乐观的目标，直到目标实现，并分配时间和资源来有效管理销售组合。
• 成功地制定了专注于扩大市场渗透率的计划，并以客户为中心的视角应用创新思维来提高运营效率。
• 具有较强的沟通技巧，可以影响或说服他人采取特定的行动方案，并能有效地促进互利的解决方案。

加入我们团队:

• 持有学院或大学颁发的大专学位或文凭。
• 拥有或愿意获得人寿执照（LLQP）和互惠基金执照。
• 在金融服务行业至少有三年的销售经验，包括投资和人寿产品销售经验。
• 已经或正在努力获得财务规划资格，如注册财务策划师（CFP）、特许人寿保险师（CLU）或专业财务顾问（PFA）资格。
• 掌握英语和普通话或广东话。

我们能提供什么:

• 与Co-operators高级财务规划专家团队和财富规划、保险规划专家合作的机会。
• 提供专业的内部培训和持续的发展支持。
• 在Co-operators品牌的支持下，有机会回馈社会。
• 有竞争力的薪酬待遇和福利计划。

搜索我们目前的工作机会; https://cooperators.talentnest.com/en/jobs
每个招聘信息都包括按工作地点申请和在线提交简历的链接。

Financial Services Representative - Bilingual (Mandarin/Cantonese)

As the Financial Service Representative, you will focus on developing and deepening client relationships by providing high-quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new client acquisitions.

What you’re responsible for:

• Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
• Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
• Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.

To be successful:

• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
• You successfully build plans focused on expanding market penetration and apply an innovative
  mindset to improve operational efficiencies, with a client centric lens.
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.

To join our team:

• You have three years of experience in the financial services industry, including experience in investment and life product sales.
• You have a post-secondary education in a related discipline.
• You hold a Life License and Mutual Funds License.
• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).

What to expect:

• You are required to have your own vehicle, valid driver’s license, and insurance.
• You will travel regularly.
• Extended work hours, including evenings and weekends will be required.
• Strict confidentiality with respect to client’s medical history, financial status and other personal information.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.