About this role
Financial Services Consultant at Serenia Life Financial. Location: Waterloo, Ontario, Canada. Role: making calls, analyzing finances, selling products Requirements: 3-5 years in financial services, sales development experience, life insurance license required, CFP preferred, experience with inbound/outbound calling and CRM (HubSpot). Category: Sales Seniority: Mid Level Tools: HubSpot CRM Certifications: life insurance, cfp Commitment: Full Time Workplace: Hybrid Languages: English