CCUE公司招聘

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
 
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.


Responsibilities

Promote the development and sustainable growth of proprietary financial business in the assigned market area by:
  • Developing and implementing a structured business development strategy according to agreed-upon growth objectives
  • Developing strategic sales plans for prospects and existing clients
  • Conducting outbound communications and cold-calling to prospects to remain top-of-mind for future business opportunities
  • Providing clients with an initial review of their existing financial plan or creating a new financial plan
  • Conducting market research to understand market trends
  • Building and maintaining a market profile in the assigned market area
  • Identifying opportunities to deliver information sessions and financial seminars to grow prospects
  • Networking with investment industry specialists while managing a small budget for independent marketing-based activities
  • Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate Wealth Management partners
  • Facilitating a culture of open and honest communication by actively participating and contributing to one-on-one touch bases and meetings with team members

Requirements

  • Remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
  • Successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, focus on clients
  • Strong communication skills to influence or persuade potential customer to adopt an effectively facilitate mutually beneficial solutions.
  • Facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
  • Use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.

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 Sales Assistant to help customers identify and purchase services they desire. Sales assistant 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 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
  • Recommend and display items that match customer needs
  • Processing the paperwork for opening and closing account in CRM system

Requirement
  • Proven working experience in the financial industry
  • People-oriented and results-driven
  • Basic understanding of sales principles and customer service practices
  • 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
 
Whether you have work experience or not, if you want to show your entrepreneurial enthusiasm, increase your ability, and enrich your perspective and experience. Joining us to have more social activities, and make better career planning.

Job description:
  • Support the daily work of the Marketing Department

  • Coordinating and assisting medical team and market team in customer maintenance and management

  • Planning activities, design schemes, posters, assistance invitations, implementation activities and retrospective analysis.

Job requirements:
  • Skillful use of the Word, Excel, PPT, PS and other software, have a certain picture processing ability

  • Basic editing and typesetting software, other related software is better.

  • Open-minded, Positive Work Attitude and Certain Ability to Resist Stress


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 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

  • Develops and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate: Interviews client to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.

  • Analyzes client's financial status, develops financial plan based on analysis of data, and discusses financial options with client.

  • Prepares and submits documents to implement plan selected by client.

  • Maintains contact with client to revise plan based on modified needs of client or changes in investment market.

  • Refer client to other establishments to obtain services outlined in financial plan.

  • Registered with professional self-regulatory association and be designated Certified Financial Planner.

Requirement

  • Must have at least five years’ experience of holding Life License Qualification Program (LLQP)

  • Better to have Canadian Securities Course (CSC).

  • Must be registered to sell Mutual Funds (MFDA/AMF).

  • Financial Planning Accreditations/Designations are preferred, however, we may be willing to train high potential candidates with a demonstrated track record of sales and customer service excellence

Preferred: Certified Financial Planner (CFP) designation.

Or one of the following:

  • Personal Financial Planner (PFP) designation

  • Wealth Management Essentials (WME) + Financial Planning Supplement

  • Professional Financial Planning Course (PFPC)

  • Financial Planning I & II (FP I & II).

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
 
This position provides analytical support, informational communication of issues, and recommendations of business issues that fall within the scope of this function.


RESPONSIBILITIES:
Preparing financial analyses and reports with the use of professional tools
Identify and monitor business driver metrics.
Communicate regularly with management on trends of business driver metrics.
Provide financial market analysis information to management.

Requirement:
Work effectively and productively with others.
Effective values listen and actively seek constructive feedback.
Accept new challenges, responsibilities and tasks.
Ability to manage time and priorities.
Get familiar with MS Office applications.
Have a deep understanding of accounting principles.
Good communication skills.

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 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
 
Whether you have work experience or not, if you want to show your entrepreneurial enthusiasm, increase your ability, and enrich your perspective and experience. Joining us to have more social activities, and make better career planning.

Job description:


Support the daily work of the Marketing Department
Coordinating and assisting medical team and market team in customer maintenance and management
Planning activities, design schemes, posters, assistance invitations, implementation activities and retrospective analysis.


Job requirements:


Skillful use of the Word, Excel, PPT, PS and other software, have a certain picture processing ability
Basic editing and typesetting software, other related software is better.
Open-minded, Positive Work Attitude and Certain Ability to Resist Stress


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 Sales Assistant to help customers identify and purchase services they desire. Sales assistant 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 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
  • Recommend and display items that match customer needs
  • Processing the paperwork for opening and closing account in CRM system

Requirement
  • Proven working experience in the financial industry
  • People-oriented and results-driven
  • Basic understanding of sales principles and customer service practices
  • 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
 
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