Our client, a financial organization in the Waterloo Region, is looking for an Inside Sales Representative to join their team in a full-time permanent role!

The Inside Sales and Service Representative is accountable to provide service to clients and to cross-sell or up-sell financial products based on client needs.


  • Act as Financial Rep to clients who currently do not have a representative in their area.
  • Complete calls to clients to create awareness of products available, educate and sell financial products
  • Meet with clients to analyze their financial needs and recommend insurance and investment products to suit their needs
  • Working with other staff members, handle inbound client and financial adviser inquiries
  • Refer potential sales leads and opportunities to outside sales reps who are in the client area
  • Maintain strong knowledge of organization Investment products and administrative process
  • Complete weekly activity and productivity reporting including number of contacts with potential clients and sales leads.
  • Ensure compliance requirements are being adhered to as it relates financial products and sales reps


  • Minimum 1-3 years working in the financial services industry
  • Life Insurance license or the willingness to get one
  • CFP designation or willing to work towards acquiring the designation
  • Previous experience in sales with proven skills in sales development and execution
  • Strong knowledge of life insurance products
  • Ability to work with inbound and outbound telephone calling
  • Excellent communication, relationship building and interpersonal skills
  • Ability to multitask and operate in a rapidly changing environment
  • Strong time management and organization skills
  • Strong computer skills and ability to learn new applications quickly

If you have the skills and experience listed above and you want to work for an established company in the area, this role is for you!

Excellent compensation and benefits plan with salary between 50-55K!

Send you resume ASAP to: jayne@grandriverpersonnel.ca



Tagged as: financial, inside sales