Financial Services Team Lead

2 weeks ago


Milton, Ontario, Canada Momentum Financial Services Group Full time

We are seeking a highly motivated and experienced Financial Services Team Lead to join our team at Momentum Financial Services Group. As a key member of our sales leadership team, you will play a crucial role in driving store profitability by leading and developing a team of Financial Sales Representatives.

About the Role
  • Estimated Salary: $55,000 - $65,000 per year (based on location)

This is an exciting opportunity for a sales-driven individual who is passionate about developing a sales team and achieving sales goals. If you have a minimum of one year experience in a management or team lead role, a minimum of one year of financial services and sales experience, and a track record of developing a sales team and achieving sales goals, we want to hear from you

Key Responsibilities:
  1. Sales Leadership: Deliver results on store profitability goals and provide quality customer sales experience through efficient execution of all customer transactions.
  2. Team Development: Hire and develop the store sales team, manage the sales team to ensure targets are met, and audit documentation to ensure accuracy.
  3. Customer Service: Handle cash and accurately enter transactions into the system, contact customers over the phone with past due balances, and negotiate payment terms and schedules.
  4. Compliance: Ensure safety, security, and compliance policies are followed.
Qualifications:
  • A minimum of one year experience in a management or team lead role.
  • A minimum of one year of financial services and sales experience.
  • Sales driven and customer service focused.
  • A passion for sales and developing a sales team.
  • A track record of developing a sales team and achieving sales goals.
  • A high school diploma or equivalent work experience.

We offer a competitive salary, paid time off, RRSP and pension matching options, tuition assistance, and other benefits. If you are a motivated and results-driven individual who is passionate about sales and team development, please apply today



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