Financial Service Representative (FT + Monthly Incentives)

goeasy Ltd.; Lethbridge; On-site; CAD 40,000 - 70,000; Full time

Job summary

Join a dynamic and rapidly growing company as a Financial Service Representative, where you will play a key role in helping everyday Canadians achieve their financial goals. This position offers comprehensive training, a supportive environment, and numerous benefits beyond the base salary. You will engage with customers directly, guiding them through their financial journeys while capitalizing on sales opportunities. With a focus on compassion and integrity, you will help build customer credit and manage overdue accounts. If you are driven, results-oriented, and ready to make a difference, this role is perfect for you!

Benefits

Financial incentives

RRSP matching

Health benefits

Paid personal days

Employee discounts

Tuition Assistance Program

Recognition awards

Leadership development programs

Qualifications

• Excellent communication skills and customer-oriented approach.
• Ability to analyze financial situations and recommend products.

Responsibilities

• Engage customers to build superior sales experiences.
• Educate customers on financial products and credit building.
• Manage overdue accounts and collections activities.

Skills

Customer Service

Sales

Financial Analysis

Communication

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, and we pride ourselves on helping everyday Canadians achieve their personal and financial goals through secured and unsecured loans up to $75,000, even when others say no.

Position: 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? No problem! We offer 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 incentives including monthly, quarterly, and semi-annual plans
• RRSP and Employee Share Purchase Plan matching
• Health & Lifestyle benefits including extended healthcare, mental health support, and on-demand virtual healthcare
• Personal days, volunteer days, Sundays off, and 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 through 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 by 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 financial cross-sales and add-on products
• Communicate terms and conditions of financial products clearly
• Review and evaluate prospective loans through financial analysis and risk assessments
• Manage collections activities for overdue accounts
• Secure all required information to process customer applications with attention to detail

Who you are:

• An excellent communicator, people and results-oriented, driven 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)

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