On-Site Member Experience Specialist

Drive member engagement at Prospera as an On-Site Member Experience Specialist in Abbotsford, BC. Focus on onboarding and financial solutions to empower members through personalized service.

In this full-time, 12-month term role, you will actively onboard new retail and business members. Utilize Financial Health Checks to uncover needs and recommend tailored banking, lending, and investment solutions. Your responsibility includes managing small accounts and fostering a strong sales pipeline through proactive referrals.

Key Responsibilities:

• Acquire and onboard new members through proactive engagement

• Conduct Financial Health Checks to identify member needs

• Recommend tailored banking and investment solutions

• Manage small accounts while building a sales pipeline

• Support omni-channel interactions in a collaborative environment

Requirements:

• 1–3 years in financial services or sales

• Experience with lending and investment products

• Willingness to obtain Mutual Funds licensing

• Strong communication and technology skills

• Grade 12 or equivalent;
Business/Marketing education is an asset

Leverage your sales acumen and finance expertise to enhance member experiences at Prospera.
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