Job opportunity
Financial Services Sales Coordinator Vancouver
Recruiting In Motion
Use phone-based sales and relationship-building skills as a Sales Coordinator in downtown Vancouver’s financial services industry. This permanent role runs Monday through Friday.
Our client is a growing financial services organization seeking a motivated Sales Coordinator. You will work with an experienced sales team while engaging Investment Advisors, promoting investment products, generating business opportunities, and coordinating appointments. The position supports development in sales and business development. Previous sales, customer service, relationship management, or financial services experience is preferred.
Key Responsibilities:
Conduct inbound and outbound calls across Western Canada
Promote investment products and identify business opportunities
Build professional relationships with Investment Advisors
Schedule qualified appointments for Business Development Representatives
Maintain advisor interactions and follow-ups within the CRM
Requirements:
College diploma or undergraduate degree in any discipline
Comfort with frequent outbound calls and client engagement
Excellent verbal and written communication skills
Strong organization, adaptability, and attention to detail
Microsoft Office proficiency, including Word and Excel
Bring confident communication, relationship management, and sales coordination skills to support Investment Advisors and business development in Vancouver.
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Apply on source site Our client is a growing financial services organization seeking a motivated Sales Coordinator. You will work with an experienced sales team while engaging Investment Advisors, promoting investment products, generating business opportunities, and coordinating appointments. The position supports development in sales and business development. Previous sales, customer service, relationship management, or financial services experience is preferred.
Key Responsibilities:
Conduct inbound and outbound calls across Western Canada
Promote investment products and identify business opportunities
Build professional relationships with Investment Advisors
Schedule qualified appointments for Business Development Representatives
Maintain advisor interactions and follow-ups within the CRM
Requirements:
College diploma or undergraduate degree in any discipline
Comfort with frequent outbound calls and client engagement
Excellent verbal and written communication skills
Strong organization, adaptability, and attention to detail
Microsoft Office proficiency, including Word and Excel
Bring confident communication, relationship management, and sales coordination skills to support Investment Advisors and business development in Vancouver.
#J-18808-Ljbffr