Financial Service Representative

goeasy Ltd.; Port Coquitlam; On-site; CAD 40,000 - 60,000; Full time

Job summary

Join a leading company in Canada as a Financial Service Representative, responsible for generating sales and managing customer accounts. This role offers comprehensive training and numerous perks, including health benefits, financial incentives, and opportunities for internal promotions. Ideal for individuals passionate about helping others meet their financial goals.

Benefits

Financial incentives: Monthly, quarterly, and semi-annual plans

Extended healthcare coverage

Paid volunteer days

Paid birthday off

Tuition Assistance Program

Perkopolis employee discount program

Recognition awards

Leadership development programs

Qualifications

• Some experience in a customer-facing environment.
• An excellent communicator, people and results-oriented.
• Compassionate, with integrity, caring deeply for customers.

Responsibilities

• Build superior customer sales experiences.
• Manage collections activities for past due accounts.
• Review and evaluate prospective loans through financial analysis.

Skills

Communication

Customer Service

Sales

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, and we pride ourselves on helping everyday Canadians achieve their personal and financial goals through secured and unsecured loans up to $100,000, even when everyone else says no.

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? 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 package beyond your base salary, including:
• Financial incentives: Monthly, quarterly, and semi-annual 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, and paid vacation days
• Perks: Perkopolis employee discount program, access to loans at lower interest rates, Tuition Assistance Program
• Recognition: 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
• Demonstrate compassion and empathy, understanding customer needs and matching them to suitable financial products
• Educate and empower customers to achieve their financial goals through credit building
• Capitalize on cross-sales and add-on products
• Communicate the terms and conditions of financial products clearly
• Review and evaluate prospective loans through financial analysis and risk assessments
• Manage collections activities for past due accounts
• Secure all necessary information to process customer applications with attention to detail

Who you are:

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

Why work for goeasy?

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