Independent sales agent selling Claio’s AI front - desk and clinical - scribe software to Ontario dental and medical practices. Building accounts through demos, relationships, events, and territory outreach.
About the role
- Desjardins advisor developing member and client relationships, selling specialized financial products and services. Providing personalized remote service and supporting client retention.
Responsibilities
- Establish an advisory relationship by identifying current and potential needs and supporting client retention
- Advise members and clients on specialized products and services and ensure member/client satisfaction
- Review client needs and compile and analyze data
- Handle requests and follow up as needed
- Assist members and clients, listen to their needs and propose personalized solutions
- Help identify the unit’s operational risks and opportunities for improvement
- Stay on top of the latest standards, products and services in the field
- Solicit, develop, and maintain business relationships with members and clients
- Provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs
- Promote and sell specialized products and services based on client needs and unit business objectives and strategies
- Ensure member/client satisfaction and service quality in accordance with organizational standards and procedures
Requirements
- College diploma in a related field
- A minimum of one year of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Advanced proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
- Complexity
- Customer Focus
- Interpersonal Savvy
- Nimble learning
- Situational adaptability
- Tech savvy
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses
- Benefits apply based on eligibility criteria.
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Independent sales agent selling Claio’s AI front desk and clinical scribe software to dental and medical practices. Building territory relationships and new accounts across Atlantic Canada.
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