Elevate your career with Meridian as a Senior Financial Services Associate in a hybrid contact centre role. Focus on member financial needs while providing personalized advice and generating revenue.
In this senior position within the Contact Centre, you'll utilize your expertise in credit, investment, and asset management to understand and meet member needs. Your role involves promoting Meridian products, advising on financial solutions, and building lasting relationships. Achieving individual and team goals while proactively generating revenue is essential.
Key Responsibilities:
• Understand financial needs and provide tailored advice
• Promote Meridian products and manage member portfolios
• Generate revenue through sales activities and referrals
• Maintain Mutual Fund accreditation and market knowledge
• Leverage virtual tools for member engagement
Requirements:
• Minimum three years in financial services sales
• MFDA licensing required
• Strong org...