Job Description
- Work Term: Permanent
- Work Language: English
- Hours: 40 hours per week
- Education: Bachelor's degree
- Experience: 5 years or more
- or equivalent experience
Work setting
- Urban area
- Insurance
- Financial technology (FinTech)
Tasks
- Assess client's needs and resources to recommend the appropriate goods or services
- Provide input into product design where goods or services must be tailored to suit client's needs
- Provide clients with presentations on the benefits and uses of goods or services
- Provide customer service
Supervision
- No supervision responsibility
Computer and technology knowledge
- Jira
- Presentation software
- Salesforce
- Electronic mail
- Database management
- MS Excel
- MS Office
- MS Outlook
- MS PowerPoint
- MS Word ...
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