Financial Service Representative

Natural Factors; Airdrie; On-site; CAD 40,000 - 70,000; Full time

Job summary

Join a forward-thinking company that values your contributions and offers a supportive environment for growth. As a Financial Service Representative, you'll engage with customers, helping them achieve their financial goals through tailored solutions. With comprehensive training and a focus on personal development, this role provides an excellent opportunity to build a rewarding career in a dynamic industry. Enjoy a range of perks, including financial incentives and health benefits, while being part of a culture that prioritizes inclusivity and employee recognition. If you're passionate about helping others and eager to drive sales, this position is perfect for you.

Benefits

Monthly incentive plans

RRSP matching

Extended healthcare coverage

Paid personal days

Employee discount program

Tuition Assistance Program

Leadership development programs

Qualifications

• Experience in a customer-facing role is preferred.
• Strong communication and sales skills are essential.

Responsibilities

• Engage with customers to build superior sales experiences.
• Educate customers on financial products and assist with applications.

Skills

Customer Service

Sales Skills

Communication Skills

Financial Analysis

Education

High School Diploma

Post-Secondary Education

Job description

If you are looking to join 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 want the best to join our team.

easyfinancial is one of Canada’s leading non-prime lenders, helping Canadians achieve their personal and financial goals through secured and unsecured loans up to $100,000, even when others say no.

As a Financial Service Representative, your responsibilities include generating sales and managing overdue accounts by engaging directly with customers, helping them build their credit through monthly payments.

No experience? Looking for a career opportunity? We offer comprehensive training programs to equip you with the tools needed for success.

What’s In It For You

Benefits and perks that go beyond your base salary:

• Financial
  • Monthly, quarterly, and semi-annual incentive plans
  • RRSP and Employee Share Purchase Plan matching
• Health & Lifestyle
  • Extended healthcare coverage, including Mental Health and virtual healthcare
  • 5 personal days, company-paid volunteer days, Sundays off, and a paid birthday off, in addition to paid vacation days
• Perks
  • Perkopolis employee discount program
  • REMIC Licensing available
  • Employee discounts on furniture, electronics, and appliances
  • easyloans – access to loans at lower interest rates
  • Tuition Assistance Program
• Recognition
  • Opportunities for monthly, quarterly, and semi-annual awards
  • Leadership development programs with over 70% internal promotion rate

What You Will Do

• Build superior customer sales experiences by welcoming and engaging customers in person, over the phone, and via email
• Show compassion and empathy, understanding customer situations and needs to match them with suitable financial products
• Educate and empower customers to achieve their financial goals by building their credit
• Identify opportunities for financial cross-sales and add-on products
• Explain the terms and conditions of our financial products clearly
• Review and evaluate loan applications through financial analysis and risk assessments
• Manage collections activities for overdue accounts
• Secure all necessary information for customer applications with attention to detail

Who You Are

• An excellent communicator, people and results-oriented, eager to drive sales and increase customer satisfaction
• Compassionate and operate with integrity in every sale, caring deeply for customers
• Some experience in a customer-facing environment
• Able to pass background checks (criminal, employment, and credit)

Why Work for goeasy?

Learn more about our culture by watching the video below or visiting goeasy careers.

At goeasy, we believe that bringing your best self to work helps us be our best. We are committed to cultivating an inclusive culture where everyone feels valued and empowered to reach their potential. We are an equal opportunity employer and provide accommodations upon request during the recruitment process in accordance with Canadian legislation. Please inform us if you require an accommodation at any stage of the process.