Financial Sales Associate

Toronto, Ontario, Canada • Posted March 23, 2026

Job Type: Full-time

Location: Toronto, Ontario

Posted: March 23, 2026

Category: Sales Representatives, Services

Application Deadline: May 02, 2026

Role Description

                    The Financial Sales Associate is responsible for providing life insurance solutions to bank’s clients. He/he will work in coordination with branch. Sales and service teams, thus we are looking for a dynamic individual, who has an independent mindset and the drive to succeed.Position Responsibilities: 
The Financial Sales Associate is responsible for providing life insurance and wealth management solutions to China Bank's clients.
Work closely with branch sales and service teams to provide innovative product solutions to address clients' protection, long-term savings and investment needs.
Strengthen the long-term relationships with clients by providing excellent customer service
Assists the Business Center in achieving sales goals and targets, including lead generation, lead conversion, account acquisition, account maintenance, repeat business, deepening and cross-selling of MCBL products.
Prepares Monthly S...
                

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