Sales Representative, Financial Services

goeasy; Peterborough; On-site; CAD 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a Financial Service Representative to join their team in Peterborough. In this rewarding role, you will engage with customers to help them achieve their financial goals, providing tailored solutions and support. Your efforts will directly impact the lives of everyday Canadians, as you assist them in building credit and managing their financial journeys. The company values a compassionate approach and offers a supportive work environment with numerous growth opportunities. If you are passionate about customer service and sales, this position is perfect for you.

Benefits

Competitive incentives plans

RRSP matching contributions

Extended healthcare coverage

Paid personal and vacation days

Employee discount program

Tuition Assistance Program

Leadership development programs

Qualifications

• 1-2 years of experience in customer service, sales, or financial services.
• Strong communication skills and a passion for helping customers.

Responsibilities

• Create exceptional customer experiences through various interactions.
• Prospect new clients and drive financial product sales.

Skills

Customer Service

Sales

Financial Analysis

Empathy

Communication

Education

High School Diploma

Bachelor's Degree (preferred)

Job description

If you’re looking for a rewarding career with one of Canada’s fastest-growing companies, goeasy Ltd. is the place for you! Recognized as one of North America’s Most Engaged Workplaces, we’re committed to bringing the best talent onboard to make a difference in the lives of everyday Canadians.

At easyfinancial, we specialize in helping Canadians achieve their personal and financial goals. As one of Canada’s leading non-prime lenders, we provide secured and unsecured loans of up to $100,000 – even when others say no.

We are currently looking for a Financial Service Representative to join our easyfinancial Peterborough branch located near Landsdowne St W and The Parkway. In this role, you will play a vital role in driving sales and managing overdue accounts through direct customer engagement. By helping customers build their credit with structured monthly payments, you’ll be making a real impact in their lives.

What You’ll Do:

1. Create exceptional customer experiences through face-to-face, phone, and email interactions.
2. Show compassion and empathy by understanding customer needs and matching them with suitable financial solutions. Educate customers on building their credit and achieving financial goals.
3. Actively prospect new clients through a combination of marketing and outbound sales call activity to drive financial product sales and cross-sell opportunities.
4. Clearly explain financial product terms and conditions.
5. Assess and evaluate loan applications using financial analysis and risk assessment.
6. Manage overdue accounts with effective collections activities.
7. Ensure customer applications are completed accurately and efficiently.

What We’re Looking For:

1. A minimum of 1-2 years of experience in customer service, sales, retail, and/or financial services.
2. A strong communicator who thrives in customer-facing roles and is passionate about driving sales.
3. Empathetic and integrity-driven - you genuinely care about helping customers succeed.
4. Able to pass background checks (criminal, employment, and credit).

Why Join Us?

Our Benefits and Perks Package is designed to set you up for success:

Financial Benefits

1. Competitive incentives plans: monthly and semi-annual bonuses.
2. RRSP and Employee Share Purchase Plan with matching contributions.

Health & Lifestyle Benefits

1. Extended healthcare coverage, including mental health support and virtual healthcare.
2. 5 personal days, company-paid volunteer days, Sundays off, your birthday off, and paid vacation days.

Additional Perks

1. Access to the Perkopolis employee discount program.
2. Discounts on furniture, electronics, and appliances.
3. Easyloans: Exclusive access to employee loans with lower interest rates.
4. Tuition Assistance Program to support your continued growth.

Recognition & Growth Opportunities

1. Opportunities for monthly, quarterly, and semi-annual awards.
2. Leadership development programs with over 70% of promotions coming from within.

Why should you work for goeasy?

To learn more about our phenomenal culture, check out the video below or go to http://goeasy.com/careers/

At goeasy, we believe that we can only be the best when people are able to bring their best selves to work every day. This means that we are committed to cultivating and preserving a work culture where we celebrate who we are, where everyone feels seen and heard and where every employee can fulfill their potential. As an equal opportunity employer, we are committed to providing accommodations for applicants upon request at any stage of the recruitment process in accordance with all legislative requirements throughout Canada. Please let us know if you require an accommodation during any aspect of the recruitment process and we will work with you to address your needs.