Responsibilities include:

• Provide financial advice with proper understanding of the customers’ profiles and review of customers’ financial goals 
• Maintain long-lasting relationships with both existing and potential customers
• Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities 
• Proactively acting on customer leads from our database and setting up appointments with potential customers 
• Ensure sales conversion by capitalizing on referrals from Branch Services colleagues 
• Attend to inquiries from walk-in customers

• Degree or Diploma in any discipline
• 2 years’ sales experience preferred
• Results driven and motivated by performance-based rewards
• Good interpersonal skills and passionate about helping customers achieve greater financial competency