Posted 16 days ago
Business Development Representative in Personal Finance
@ iA Financial Group (Industrial Alliance)
Saint-Eustache, Quebec
Overview
iA Financial Group (Industrial Alliance) is hiring a full-time Business Development Representative in Personal Finance to promote and sell insurance, savings, retirement and loan products to individuals and businesses. The role involves meeting prospective clients, presenting tailored proposals, following up on leads and working toward sales goals under a manager's supervision. The posting asks for a CEGEP diploma or equivalent, with sales or financial services experience an asset and entry-level candidates encouraged to apply.
Responsibilities:
- Promote and sell insurance, savings, retirement and loan products
- Meet potential clients and propose suitable financial solutions
- Prepare and present product proposals
- Follow up with clients and manage leads in CRM
- Participate in networking events
Requirements summary:
- CEGEP diploma or equivalent training
- Sales or financial services experience an asset
- Excellent communication and interpersonal skills
- Ability to work independently and as a team player
- Motivation to achieve sales goals
Tools & skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- 2026-10-29
- First seen by our source
- 2026-11-15
- Source record updated
- 2026-11-15
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Sales |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: minimal |
| Work setting | Client sites, Office |
| Position | Sitting and standing |
| Physical demands | physical low · computer moderate |
| Languages | English |
| Education | College diploma (required) |
Summary and details written by AI from the posting; the employer’s posting is the authority.
iA Financial Group (Industrial Alliance)
| Field | Value |
|---|---|
| Open jobs on Jobsy | 110 |
About The Role
As a Business Development Representative, you will be responsible for promoting and selling our financial products, including insurance, savings, retirement, and loans. You will work under the supervision of a manager and collaborate with other team members to achieve sales goals. A typical day will include meeting potential clients, presenting products, and following up on leads. You will also be involved in analyzing client needs to offer tailored financial solutions.
Responsibilities
- Promote the company's financial services to attract new clients and increase sales.
- Meet potential clients to understand their financial needs and propose suitable solutions.
- Prepare and present proposals for financial products, including insurance and savings options.
- Ensure regular follow-up with clients to maintain a strong relationship and address their inquiries.
- Collaborate with the team to develop effective sales strategies and meet set objectives.
- Participate in networking events to establish contacts and promote the company's services.
- Utilize customer relationship management (CRM) tools to track client interactions and manage leads.
- Analyze market trends to identify new sales opportunities.
- Work closely with managers to ensure client satisfaction and compliance with service standards.
The ideal candidate holds a CEGEP diploma or equivalent training. Experience in sales or financial services is an asset, but entry-level candidates are also encouraged to apply. You must have excellent communication and interpersonal skills. The ability to work independently while being a team player is essential. A positive attitude and strong motivation to achieve sales goals are also required.
Skills
- Excellent verbal and written communication skills.
- Ability to build strong relationships with clients.
- Negotiation and persuasion skills.
- Knowledge of financial products and insurance services.
- Ability to work with CRM tools for client management.
- Ability to work independently and as part of a team.
Journal
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