Financial Service Representative

goeasy Ltd; 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 dynamic team. In this role, you will engage with customers to provide tailored financial solutions, helping them build credit and achieve their financial goals. With comprehensive training provided, you will have the tools to succeed in a supportive environment that values integrity and compassion. This position offers a range of benefits, including financial incentives, health coverage, and opportunities for recognition and advancement. If you're passionate about customer service and eager to make a positive impact, this is the perfect opportunity for you.

Benefits

Monthly incentive plans

RRSP matching

Extended healthcare coverage

Paid volunteer days

Employee discounts

Tuition Assistance Program

Leadership development programs

Recognition awards

Qualifications

• Excellent communication and sales skills are essential.
• Some experience in a customer-facing environment is preferred.

Responsibilities

• Build superior customer sales experiences through various channels.
• Educate customers on financial products and help them achieve goals.
• Manage collections for past due accounts with attention to detail.

Skills

Customer Engagement

Sales Skills

Communication Skills

Financial Analysis

Empathy

Education

High School Diploma

Experience in Customer Service

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.

easyhome is Canada’s largest lease-to-own business! We pride ourselves on helping everyday Canadians achieve their personal and financial goals by making home goods affordable through weekly and monthly payment plans.

As a Financial Service Representative, you’ll be responsible for generating sales and managing overdue accounts through direct engagement with customers, helping them build their credit through monthly payments.

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

What’s in it for you:

Benefits and Perks package which goes beyond your base salary:

• Financial
  • Monthly incentive plans
  • RRSP and Employee Share Purchase Plan matching
• Health & Lifestyle
  • Extended healthcare coverage, including Mental Health and on-demand virtual healthcare
  • 5 personal days, company paid volunteer days, Sundays off + paid birthday off in addition to paid vacation days
• Perks
  • Perkopolis employee discount program
  • Employee discounts on furniture, electronics, and appliances
  • easyloans – employees have access to loans at lower interest rates
  • Tuition Assistance Program
• Recognition
  • Opportunities for monthly, quarterly, and annual awards
  • President’s Trip – week-long dream vacations for top performers
  • Leadership development programs – 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 by email
• Demonstrate compassion and empathy for our customers by understanding their situation and needs and matching them to a suitable financial product
• Educate and empower customers to achieve their financial goals through building their credit
• Capitalize on financial cross-sales and add-on products
• Communicate the terms and conditions of our financial products
• Review and evaluate prospective loans through financial analysis and other risk assessments
• Manage collections activities for all past due financial accounts
• Secure all required information to fulfill customer applications for products and services with strong attention to detail

Who you are as the successful candidate:

• Excellent communicator who is people and results-oriented looking to drive sales and increase customer satisfaction
• Compassionate and operate with integrity on every sale – will care deeply for our customers!
• Some experience in a customer-facing environment
• Able to pass background checks (criminal, employment, and credit)

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.