Financial Service Representative

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

Job summary

An established industry player is seeking a Financial Service Representative to enhance customer experiences and drive sales. This role involves engaging with customers, educating them about financial products, and assisting them in achieving their financial goals. The company is recognized for its commitment to employee development and offers extensive training programs, making it an excellent opportunity for those looking to start a career in finance. Join a dynamic team that values compassion and integrity, and be part of a workplace that celebrates diversity and promotes personal growth.

Benefits

Monthly Incentive Plans

Extended Healthcare Coverage

Paid Personal Days

Employee Discounts

Tuition Assistance Program

Recognition Awards

Leadership Development Programs

Qualifications

• Strong communication skills and a passion for customer service are essential.
• Experience in a customer-facing role is preferred but not mandatory.

Responsibilities

• Build superior customer sales experiences through various engagement methods.
• Educate customers on financial products and assist them in achieving their goals.
• Manage collections activities for overdue accounts with attention to detail.

Skills

Customer Engagement

Sales Skills

Financial Analysis

Communication Skills

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:

• 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.