Financial Sales Representative

1 week ago

Montréal, Canada Premium Merchant Funding Full time

As one of the world’s most versatile private funders, Premium Merchant Funding finances and supplies small business products & services to thousands of clients throughout the US, Canada and the UK. Our leadership position allows us, and requires us, to constantly innovate to stay on top and deliver for our clients.

The Financial Sales Program offers you the opportunity to gain hands-on experience across this exciting, innovative landscape to learn what it takes to extend capital to a growing business, or provide needed financing to a company undergoing financial challenges. With the full support and resources of Premium
Merchant Funding, you’ll have what you need to succeed - from training and mentorship from senior leaders to engagement on challenging projects that use all your skills. We are looking for out-of-the box thinkers to help us drive our future client solutions.

We are looking to hire a detail-oriented financial services representative to persuade clients to purchase our financial products and services. The financial services representative’s responsibilities include responding to clients' inquiries in a professional manner, providing sound financial advice to clients, cross-selling our products and services where possible, and attending various training programs as required. You should also be able to follow up with clients to ensure that they are satisfied with the products or services purchased.

**Financial Services Representative Responsibilities**:

- Scheduling meetings with clients to discuss their financial needs and goals.
- Collecting pertinent client information to provide investment options that align with clients' financial situations.
- Monitoring market conditions to determine how various changes may impact taxes and client investments.
- Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.
- Cold-calling potential clients to inform them of the various financial products and services on offer.
- Suggesting viable solutions to improve clients' financial statuses.
- Developing in-depth knowledge of our financial products to advise clients accordingly.

To be successful as a financial services representative, you should be able to build rapport with clients and continually meet or exceed sales goals. Ultimately, a top-performing financial services representative should be knowledgeable of financial regulations as well as demonstrate exceptional communication, analytical, and customer service skills.

**Financial Services Representative Requirements**:

- Proven experience working as a financial services representative.
- Sound knowledge of financial legislation.
- Strong mathematical skills.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication skills.
- Exceptional customer service skills.

**You’ll make an impact by**:

- Beginning to learn how we work with thousands of clients across several countries to support financing and cash management needs
- Identifying opportunities to leverage emerging technologies to meet client needs
- Exposure to product and client coverage teams
- Being part of creating innovative ideas to transform the Credit landscape
- Working under the guidance of mentors and a supportive team
- Networking with industry leaders, accessing best-in-class training and learning how all our businesses work together to provide excellent customer service

**Join us**

At Premium Merchant Funding, we’re creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you’re passionate, curious and ready to make an impact, we’re looking for you.

**About Us**

Premium Merchant Funding & Co., is an industry leader in the financial product and services that we offer to small businesses. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

We were founded in New York City, where our corporate headquarters remain on Wall Street, in 2014 and today we are a leader in Credit, distressed debt, EIDLs, Purchase Order Financing, Factoring, Merchant
Cash Advance, Lines of Credit, SBA Term Loans, Bridge Loans, Equipment Financing, consumer and small business banking and Real Estate Financing.

Premium Merchant Funding values each and every client, and offers financial tools education, credit card processing, personal and business credit enhancement, payroll and benefits services and Employee
Retention Tax Credits consultations. We help businesses find the best option, regardless of bad credit or financial issues. Premium Merchant Funding values hard work, transparency, and has a strong work culture.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer an

  • Financial Sales Representative

    1 week ago

    Montréal, Canada Premium Merchant Funding Full time

    Job Summary: **Responsibilities**: - Develop and maintain relationships with prospective and existing clients to sell financial products and services - Meet with clients to assess their financial needs and provide them with appropriate recommendations - Conduct research and analysis on financial products and services to ensure a deep understanding of the...

  • Financial Sales Representative

    7 months ago

    Montréal, Canada Premium Merchant Funding Full time

    **Looking for a commission based opportunity with uncapped potential?!** As one of the world’s most versatile private funders, Premium Merchant Funding finances and supplies small business products & services to thousands of clients throughout the US, Canada and the UK. Our leadership position allows us to constantly innovate to stay on top and deliver...

  • Inside Sales Representative

    6 days ago

    Montréal, Canada Refresh Financial Inc. Full time

    Are you excited by the prospect of a workplace that builds a better future? At Refresh Financial, we work with our clients to help them create a stronger financial future by building their credit score. We are a diverse team with a common passion to exceed our customers’ expectations. Refresh is recognized for its innovative and entrepreneurial spirit, and...

  • Financial Sales Representative

    7 months ago

    Montréal, Canada Premium Merchant Funding Full time

    **Join Our Team at Premium Merchant Funding** **About Us**: At Premium Merchant Funding, we are more than just a fintech company; we are a cohesive team dedicated to empowering small and medium-sized businesses with transformative financial solutions. With our roots in the heart of Wall Street, we are renowned as one of the country's leading brokers in...

  • Financial Sales Representative

    7 months ago

    Montréal, Canada Premium Merchant Funding Full time

    **Join Our Team at Premium Merchant Funding** **About Us**: At Premium Merchant Funding, we are more than just a fintech company; we are a cohesive team dedicated to empowering small and medium-sized businesses with transformative financial solutions. With our roots in the heart of Wall Street, we are renowned as one of the country's leading brokers in...

  • Regional Sales Representative

    6 months ago

    Montréal, Canada Advantage Sales Network Full time

    Regional Sales Representative - Quebec If you possess a strong interest in a sales career along with a mechanical/electrical motor background then this position is right for your! This is a full-time position offering a competitive base salary, bonus program, travel expenses and vehicle allowance. Must be eligible to work in Canada presently. For an...

  • Bilingual French Sales Development Representative

    4 days ago

    Montréal, Canada Purple Sales Solutions Inc. Full time

    **About Purple Sales Solutions** At Purple Sales Solutions, we help Technology Companies grow faster in the territory of their choice, in the United States, Canada or Europe. We provide B2B Lead Generation and Sales services such as appointment setting and sales outsourcing. We manage global operations from Toronto, with offices in Montreal and a presence...

  • Bilingual French Sales Development Representative

    1 week ago

    Montréal, Canada Purple Sales Solutions Inc. Full time

    **About Purple Sales Solutions** At Purple Sales Solutions, we help Technology Companies grow faster in the territory of their choice, in the United States, Canada or Europe. We provide B2B Lead Generation and Sales services such as appointment setting and sales outsourcing. We manage global operations from Toronto, with offices in Montreal and a presence...

  • Inside Sales Representative, Etf

    7 months ago

    Montréal, Canada BMO Financial Group Full time

    105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6 Drives sales results for ETF products through non-affiliated or third-party Advisory intermediaries and within BMO Advisory channels. Puts the client first and supports their wholesaler in driving sales results across their region. - Works with clients, prospects, internal stakeholders to build...

  • Sales Development Representative

    6 hours ago

    Montréal, Canada Purple Sales Solutions Inc. Full time

    **About Purple Sales Solutions** At Purple Sales Solutions, we help Technology Companies grow faster in the territory of their choice, in the United States, Canada or Europe. We provide B2B Lead Generation and Sales services such as appointment setting and sales outsourcing. We manage global operations from Toronto, with offices in Montreal and a presence...

  • Bilingual Financial Services Representative

    6 days ago

    Montréal, Canada CI Financial Full time

    **ABOUT US** CI Global Asset Management is one of the country’s largest investment fund companies. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group...

  • Financial Service Representative

    7 months ago

    Montréal, Canada OTT Financial Group Full time

    OTT Financial Group is the parent organization of a group of financial services and investment companies. We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in-class wealth management to our customers and business partners. Empowering 5,000+ merchants and hundreds of thousands of individual clients across Canada, we are...

  • Bilingual Financial Services Representative

    1 week ago

    Montréal, Canada CI Financial Full time

    **ABOUT US** **POSITION**:Bilingual Financial Service Representative (FSR) **LOCATION**:Montreal, QC. **STATUS**:Full-time **JOB OVERVIEW** Acting as the front-line of the company, these individuals project an excellent image of the company through providing timely, professional, accurate and courteous service when interacting with stakeholders via inbound...

  • Sales Representative

    4 months ago

    Montréal, QC, Canada Norga Full time

    **Sales Representative** We are looking for a motivated and results-driven Sales Representative to join our dynamic team. This role will play a unique and integral part in our development across Canada for our Marketing Services. In this position, you will be responsible for managing client relationships, and meeting or exceeding sales targets. **About...

  • Sales Representative

    7 months ago

    Montréal, Canada Spring Financial Inc. Full time

    **About us**: Since 2014, Spring Financial has been simplifying the lending process for millions of Canadians facing all types of financial circumstances. Spring offers a growing range of financial products and services which currently include personal loans, mortgages, credit cards and secured loans - all of which are made available to Canadians without...

  • Regional Sales Representative

    1 month ago

    Montréal, QC, Canada The Canada Life Assurance Company Full time

    Permanent Full Time We are looking for a **Regional Sales Representative** in Montreal, QC. Our organization is strong, and we’re getting stronger. Join our wealth inside sales team where you’ll connect with some of the most entrepreneurial, spirited, energetic people you’ll ever meet in your life. We’re looking for top talent who aspire to be in...

  • Inside Sales Representative

    7 months ago

    Montréal, Canada Econolease Full time

    **About Us**: Join our fast-growing, enthusiastic team of young go-getters in a highly successful finance business. Where our passion is driven by a common purpose—to disrupt and change the $76 billion-dollar asset-based lending industry. **Summary**: We are currently seeking a **Sales Representative** to join our growing team! Reporting into the Sales...

  • Sales Representative

    2 months ago

    Montréal, QC, Canada Spring Financial Inc. Full time

    **About us**: Since 2014, Spring Financial has been simplifying the lending process for millions of Canadians facing all types of financial circumstances. Spring offers a growing range of financial products and services which currently include personal loans, mortgages, credit cards and secured loans - all of which are made available to Canadians without...

  • Sales Representative

    9 months ago

    Montréal, Canada Specialty Motorsports Full time

    **Sales Representative** The job postings that garner the most attention take the next two to three sentences to introduce their business to prospective sales representatives. Take this opportunity to set your company apart from competing listings and sell yourself to job seekers by highlighting the unique company culture, working environment, and anything...

  • Analyst- Treasury and Payment Sales

    7 months ago

    Montréal, Canada BMO Financial Group Full time

    105 rue St-Jacques O Montreal Quebec,H2Y 1L6 Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls,...