Finance and Insurance Sales Specialist

  • My client is a global leader in finance, insurance, risk and asset management. With a wide range of products servicing individual and corporate needs around the world, they established themselves as one of the most recognizable and respected brands worldwide.

    With expanding business and growth in the Canadian market and internationally, we are actively recruiting for a dynamic, driven and self-motivated sales professional to join their team based in Vancouver.

    Responsible for establishing, developing and building key relationships with businesses throughout the BC region, promoting a variety of products and services that will protect their business interests, reduce risks and ensure financial stability.  


    1. Attract clients through telemarketing, referrals, trade associations, etc.
    2. Guide the sales cycle by understanding business needs, submitting complete applications, identifying key accounts, and converting applications into policies.
    3. Schedule appointments and conduct cold calling regularly.
    4. Emphasize benefits to individual customers during sales presentations.
    5. Retain customers through high-quality service and follow-up to ensure complete satisfaction.
    6. Conduct market research and engage with trade associations to gain knowledge of the market.
    7. Plan and execute sales strategy effectively.

    1. 4+ years of B2B complex solutions sales experience, ideally in financial services
    2. Bachelor’s Degree in Finance, Business Management, or related field
    3. Experienced in international and global business an asset
    4. Knowledge and strong understanding financial statements
    5. Strong understanding of the sales process and methodology.
    6. Proven success in prospecting new business
    7. Excellent communication and presentation skills
    8. Excellent negotiation skills
    9. People oriented; enjoy working directly with customers and the general public
    10. Goal-oriented and results-driven 
    If you fit the requirements above and are interested in this opportunity, please send your resume to Frank Joe at or by clicking the blue APPLY button!

    Thank you in advance for your interest, only individuals deemed to have the skill set and experience to fit the role will be contacted. Applicants must be legally entitled to work in Canada without sponsorship.

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