Sales Associate Financial

Position: Sales Associate at Tandia Financial
Join Tandia Financial as a Sales Associate in Ancaster, ON. This full-time role focuses on member engagement, offering personalized financial solutions while driving sales growth across products.

As a Member Success Associate at Tandia's Member Solutions Centre, you'll play a key role in enhancing member satisfaction through tailored solutions. With a strong emphasis on sales, your ability to identify business opportunities will help in cross-selling and upselling various financial products, all while managing a robust portfolio of accounts effectively.

Key Responsibilities:

• Identify and promote investment and lending products for clients

• Conduct comprehensive interviews to assess member needs

• Refer members to Wealth Management for detailed planning

• Actively promote Tandia’s services through targeted marketing

• Manage outbound communication for project initiatives

Requirements:

• Minimum 2–3 years of sales experience

• High school diploma; undergraduate degree is preferable

• Strong sales acumen and organizational skills

• Excellent communication skills, both verbal and written

• Ability to prioritize tasks with attention to detail

Leverage your sales and communication skills to support member success at Tandia Financial.
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