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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