Seeking Inside Sales Reps! Join Our Dynamic Team Today!

Are you a motivated and results-driven professional looking to take your sales career to the next level? Look no further! Our growing company is actively hiring talented Inside Sales Reps to join our exceptional team.

Position: Inside Sales Representative

Competitive Salary + Lucrative Commission Structure

Full-Time, Flexible Schedule

Remote Work Opportunities Available

Why Choose Us?

• Thriving Company Culture: Join a supportive and dynamic team that values collaboration, innovation, and personal growth. We foster a positive work environment where your contributions are recognized and rewarded.
• Uncapped Earning Potential: Our generous commission structure means your hard work translates into substantial financial rewards. Earn what you deserve while making a significant impact on our company’s growth.
• Cutting-Edge Product Line: Represent and sell industry-leading products that solve real-world challenges. Our innovative solutions have gained recognition for their effectiveness and reliability, making your sales journey smoother.
• Professional Development: We invest in our employees’ success through ongoing training programs and mentorship opportunities. Develop valuable skills and unlock new career prospects with our supportive learning environment.
• Work-Life Balance: Enjoy the flexibility of a full-time role with the option to work remotely. Take control of your schedule and achieve a healthy work-life balance that suits your needs. 

Responsibilities

• Identify and reach out to potential clients via various channels.
• Build and maintain strong relationships with prospects to understand their needs.
• Conduct persuasive sales presentations and product demonstrations.

• Close deals and achieve or exceed monthly sales targets.
• Provide exceptional customer service and ensure client satisfaction.

Requirements

• Must be fluent in English (French is an asset, but not required)
• Proven track record in sales, preferably in an inside sales role.
• Excellent communication and negotiation skills.
• Self-motivated with a results-oriented mindset.
• Strong organizational and time management abilities.
• Proficient in using CRM software and other sales tools.

Don’t miss this opportunity to join our incredible team! Apply now to become our next Inside Sales Rep, and let’s achieve remarkable success together.

Ready to propel your career to new heights? Apply here

Primary Locations: Montreal, Quebec

Employee Status: Commission based

Schedule: Full-time

As a Financial Security Advisor, your goal will be to help clients make well informed decisions as it relates to protecting themselves and their family’s financial security. The reality is that throughout our lives, there is the possibility of an unexpected death, a major illness, or maybe even an injury. Our role is to help people and their families build a solid financial security foundation through different insurance solutions and mitigate some for the financial risks associated with such unfortunate circumstances Solutions include life insurance, critical illness, and disability insurance. 

Your role

• To be available to contact new clients promptly
• Help your clients build a financial security plan 
• Listen to people’s needs and resolve situations that may be complex
• Provide advice and offer made-to-measure solutions
• Demonstrate the ability to build lasting business relationships
• Direct clients to your colleagues for their specialized needs
• Ensure adherence to compliance and company policy
  
  

You’ll have access to a team of specialist whose ideas and expertise you can draw upon. Weekly team meetings are mandatory for the first 2 years (via Zoom). You will have training and guidance as it relates to marketing initiatives, networking ideas and lead generation. 

Our team values passionate people and bold ideas. We work together to ensure our clients can meet their objectives and our colleagues can do what they love. We rely on our colleagues to share knowledge and help each other.

Required competencies:

• University diploma or equivalent
• Licence in insurance of person is required (or working towards achieving it)
• Mutual fund representative (MFR) licence is an asset
• A minimum of 2 years’ experience in customer service
• Ability to communicate effectively in English an French

Preferred competencies:

• Coachable and willingness to learn 
• Commitment to teamwork
• Interest in technology and skill at sharing knowledge
• Ability to adapt to various situations

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as insurance solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experiences, and profiles to enrich all aspects of your development. Our dynamic work environments and cutting-edge collaboration tools foster a pleasant advisor experience.  We value employees’ ideas and use surveys and other programs to encourage feedback and ongoing communication.

We’re putting people first

We’re a financial services company on a human scale that stands out for its courage, entrepreneurial culture, and passion for helping people. Our mission is to have a positive impact on peoples’ lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us. 

We welcome all candidates! What can you bring to our team?

Ready to propel your career to new heights? Apply here

JobField: Financial security advisor, financial services

Primary Locations: Montreal, Quebec

Employee Status: Commission based

Schedule: Full-time

Your role will be to help people make well informed decisions about financial products and services and help them plan for tomorrow in the process through saving and investment planning. You in turn will be responsible for conducting the administration of investment products and services.

Your role

• Respond to new client enquires
• Build comprehensive financial portfolios for you clients
• Listen to people’s needs and resolve situations that may be complex
• Provide advice and offer made-to-measure transactional, investment, financing solutions
• Demonstrate the ability to build lasting business relationships
• Direct clients to your colleagues for their specialized needs
• Ensure adherence to compliance and risk management rules

You’ll have access to a team of specialists whose ideas and expertise you can draw upon. You will also have training and guidance as it relates to marketing initiatives, networking ideas and lead generation. Our team values passionate people and bold ideas. We work together to ensure our clients can meet their objectives and our colleagues can do what they love. We rely on our colleagues to share knowledge and help each other.

Our team values passionate people and bold ideas. We work together to ensure our clients can meet their objectives and our colleagues can do what they love. We rely on our colleagues to share knowledge and help each other.

Required competencies:

• University diploma or equivalent
• Mutual fund representative (MER) is a requirement 
• Experience in customer service, inclusive attitude, and respect for diversity
• Positive attitude and strong empathy for clients
• Ability to communicate effectively in English and French

 
Preferred competencies:

• Discipline, commitment to teamwork and interest in learning
• Interest in technology and skill at sharing knowledge
• Ability to adapt to various situations

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as insurance solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experiences, and profiles to enrich all aspects of your development.

Our dynamic work environments and cutting-edge collaboration tools foster a pleasant advisor experience.  We value employees’ ideas and use surveys and other programs to encourage feedback and ongoing communication.

We’re putting people first

We’re a financial services company on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.  Our mission is to have a positive impact on peoples’ lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Ready to propel your career to new heights? Apply here

JobField: Investment representative, financial services

Primary Locations: Montreal, Quebec

Employee Status: Salary based

Schedule: Part-time

As an administrative assistant, your role will be to coordinate activities and manage company information in a central location by completing a range of clerical tasks. Take care of basic customer service responsibilities, bookkeeping, file upkeep, and data reporting.

Your role

• Assistant advisors in day-to-day tasks
• Organize and schedule appointments 
• Follow up with clients on behalf of advisor
• Plan meetings and take detailed minutes
• Write and distribute email, correspondence memos, letters, faxes and forms
• Assist in the preparation of regularly scheduled reports
• Maintain contact lists

Required competencies:

• High school diploma or equivalent
• Experience is customer service, inclusive attitude, and respect for diversity
• Positive attitude and strong empathy for clients
• Ability to communicate effectively in English and French

Preferred competencies:

• Discipline, commitment to teamwork and interest in learning
• Interest in technology and skill at sharing knowledge
• Ability to adapt to various situations

Our training programs use on-the-job learning to help you master your role. You can access personalized training content on such topics as insurance solutions and the advisory approach to support your ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experiences, and profiles to enrich all aspects of your development. Our dynamic work environments and cutting-edge collaboration tools foster a pleasant advisor experience.  We value employees’ ideas and use surveys and other programs to encourage feedback and ongoing communication.

We’re putting people first

We’re a financial services company on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.  Our mission is to have a positive impact on peoples’ lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Ready to propel your career to new heights? Apply here

JobField: Administrative assistant, financial services