Sales Associate

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Role Overview

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We are looking for a motivated Sales Associate – Personal Finance to help individuals and families identify their financial priorities and connect them with appropriate financial protection and planning solutions.

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Key Responsibilities

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• Build and maintain relationships with prospective clients.

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• Understand client goals around protection, savings, retirement and wealth transfer.

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• Schedule and conduct introductory client conversations.

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• Support financial professionals in presenting suitable solutions.

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• Develop business through referrals, networking and community outreach.

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• Maintain strong client follow-up and relationship management.

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Ideal Candidate

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• Strong communication and interpersonal skills.

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• Interest in personal finance and financial planning.

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• Self-motivated, professional and relationship-oriented.

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• Previous sales, banking, insurance or financial-services experience is a plus.

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• Relevant licensing / certifications may be required depending on the solutions offered.