Client-Focused Account Specialist Role

Pursue your passion for financial services as a Client-Focused Account Specialist at Hybrid Financial in Toronto. This permanent, full-time position focuses on lead generation and relationship management.

You will engage with Investment Professionals through substantial outbound calling efforts, updating interactions in Hybrid's database while gaining insights into various financial products. Collaborating to devise effective outreach strategies will enhance your team’s impact. Additionally, you will assist with administrative tasks and special projects, fostering a diverse skill set.

Key Responsibilities:

• Generate leads through 130 outbound calls daily

• Maintain up-to-date records in Hybrid’s database

• Understand a range of financial products and their markets

• Collaborate to create strategic outreach initiatives

• Provide assistance with administrative and special projects

Requirements:

• Relevant university degree or diploma required

• Business development or sales experience beneficial

• Strong Microsoft Office proficiency

• Excellent communication abilities, written and spoken

• CRM tool experience to manage client interactions

Utilize your financial acumen and sales expertise to excel in this key role at Hybrid Financial!
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