CCUE公司招聘

We are looking for energetic professionals who are interested in starting a career in the financial industry, helping the business grow through value-based conversations and remarkable customer experience to join our growing team.


Responsibility:
  • Work with sales and marketing team, analyze clients’ data and trends.
  • Generate report according to database.
  • Develop and monitor the collection of data, sensible to market.
  • Develop solutions and strategy according to data.

Requirement:
  • Minimum college degree in computer science.
  • Knowledge of data analysis makes you outstand.
  • Ability to research, analyze, and prepare reports.
  • Ability to develop and maintain databases.
  • Experience in data analyst is preferred.
  • Experience with MS Office, SQL Server, or other programming language.
  • Fluent in English and Chinese.

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted.
Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.

E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5
 
We are looking for energetic professionals who are interested in starting a career in the financial industry, helping the business grow through value-based conversations and remarkable customer experience to join our growing team.


Responsibilities:
  • manage marketing budget and develop analytics to quantify effectiveness of digital campaigns
  • Prepare updated plan for changing market
  • Design marketing events
  • Work with marketing department, create and post articles on several social media sites.
  • Maintaining the marketing department’s databases and documentation
  • Discovering commercial opportunities through the collaboration with other departments.

Requirement:
  • Minimum College education in marketing or business related program
  • Able to create marketing proposal and make presentation
  • Proficient with Microsoft Office, Adobe InDesign, and Adobe Photoshop.
  • Deep understanding of marketing principles.
  • Able to work as a team and share ideas.
  • Fluent in English and Chinese

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted

Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5
 
We are looking for a competitive Administrator to help customers identify and purchase the services they desire. Administrator duties include booking meetings and events, consulting, selling and doing after service. The goal is to provide high-class customer service, ensure our office procedures run smoothly, and to increase the company’s growth and revenue through sales maximization.


Key Responsibilities
  • Welcome and greet customers in a professional manner
  • Pick up income phone call and provide consulting to customers
  • Prepare regular reports and presentations
  • Ensure high levels of customer satisfaction through excellent customer service
  • Accurately describe financial product features and benefits
  • To determine specific scheduling requirements.
  • Build up and retain a long relationship with the client
  • Processing the paperwork for opening and closing account in CRM system


Requirement
  • Proven working experience in the financial industry
  • Familiarity with office equipment, including printers and fax machines
  • Experience with office management tools (MS Office software, in particular)
  • Excellent organizational and time-management skills
  • People-oriented and results-driven
  • Problem-solving attitude with an eye for detail
  • Solid communication and interpersonal skills
  • Basic administration skills
  • Able to develop and expand the relevant network

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted

Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5
 
CCUE Finance is looking for energetic professionals who are interested in starting their career in the financial industry, helping the business grow through value-based conversations and remarkable customer experience to join our growing team for the role of general insurance consultant. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.



Key Responsibilities


  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

  • Use a customer-focused, needs-based review process to educate customers about insurance options.

Requirements

  • Undergraduate degree or diploma in Business Administration with three to five years relevant experience in a financial institution; or, equivalent combination of training and experience.

  • Proven ability in sales and service to the financial customers.

  • Strong knowledge in financial advice and planning.

  • Experience in engaging in and securing new business from existing and prospective customers.

  • Expert in general banking services, including detailed knowledge of the financial products and services.

  • Hold or plan to have Life License Qualification Program (LLQP)

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted

Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.

E-mail: ccuehr@ccuefinance.com

Wechat: ccuefinancehr

Tel: 647-628-1819

Address: A1-340 Ferrier St. Markham, ON L3R 2Z5
 
We are looking for energetic professionals who are interested in starting a career in the financial industry, helping the business grow through value-based conversations and remarkable customer experience to join our growing team.

Responsibilities

• Source, build and retain your client base
• Market yourself and your business to attract new clients
• Provide client's needs advice based on risk assessment
• Provide strategic advice across a variety of financial products and services
• Provide sound financial advice to help grow your client’s financial portfolio
• Understanding your individual clients needs to be based on their unique circumstances

Requirements:

• Experienced in proactively identifying and executing ways that customers’ needs can be better met through a strong understanding of their requirements and expert knowledge of products and services.
• Excellent interpersonal and relationship management skills, as well as strong service orientation, focused on achieving exceptional service standards.
• Proven ability in sales and service to financial customers.
• Strong knowledge of financial advice and planning.
• Experience in engaging in and securing new business from existing and prospective customers.
• Expert in general banking services, including detailed knowledge of financial products and services.
• Hold or plan to have Life License Qualification Program (LLQP), IFIC or CSC

• This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted
Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.

Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5
 
We are looking for a competitive Client Services Representative to help customers identify and purchase services they desire. CSR duties include consulting, selling and doing after service. The goal is to provide high-class customer service and to increase the company’s growth and revenue through sales maximization.


Key Responsibilities

  • Welcome and greet customers in a professional manner
  • Pick up income phone call and provide consulting to customers
  • Ensure high levels of customer satisfaction through excellent customer service
  • Accurately describe financial product features and benefits
  • To determine specific scheduling requirements.
  • Build up and retain a long relationship with the client
  • Processing the paperwork for opening and closing account in CRM system
Requirement
  • Proven working experience in the financial industry
  • People-oriented and results-driven
  • Strong time management skills
  • Strong phone contact handling skills and active listening
  • Solid communication and interpersonal skills
  • Basic administration skills
  • Able to develop and expand the relevant network
We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted

Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5
 
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