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As an Account Representative, you will meet with Clients in their home or place of business to gather necessary financial information.
Our Account Representatives are the face of FBC for our Clients. They make Life Less Taxing for our Clients by gathering the information required to file their tax returns and helping them plan to pay the least amount of tax.
This position will report to our Saskatoon, SK branch.
POSITION OVERVIEW
A typical week as an Account Representative involves visiting Clients at their homes or places of business, gathering necessary financial information as well as providing advice and consultation.
FBC PROVIDES;
Comprehensive training and development and a supportive environment to ensure success in your career
A flexible schedule
$60,000/year for the first year with significantly higher earning potential in subsequent years as experience increases
Paid Training included
Medical, Dental, Life, and Disability benefits along with a Health Spending Account
KEY RESPONSIBILITIES
As our Account Representative, you will:
Deliver outstanding service to FBC Clients
Develop your knowledge and skills through FBC certification programs
Conduct prospecting activities to meet with and sign up new Clients
Build strong customer relationships with FBC Clients and our FBC team
Gather financial information while providing advice and consultation
QUALIFICATIONS
Education and Experience:
Accounting or bookkeeping education and/or experience would be an asset
Experience in customer service
Knowledge of tax preparation would be an asset
Other Requirements:
The ability to travel throughout the territory, including occasionally overnight
A valid drivers license and reliable transportation are essential
Transportation/Travel Information
- Own vehicle
- Willing to travel
Work Conditions and Physical Capabilities
- Attention to detail
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