Financial Services Sales Expert

3 days ago


Barrie, Ontario, Canada Definity Full time

As a Financial Services Sales Expert at Datarails, you will be responsible for helping finance teams streamline their financial planning and analysis processes. Our platform provides real-time data consolidation, reporting, and planning capabilities, empowering finance teams to make informed decisions.

We're looking for a skilled sales professional with a deep understanding of the finance industry and a proven track record of success in sales. If you're passionate about finance and have a drive to succeed, we encourage you to apply.

About the Role:

  • Sell our financial planning and analysis solutions to finance teams
  • Understand client needs and identify opportunities for our solution
  • Develop and execute customized sales strategies to meet client needs and achieve sales goals

Requirements:

  • 2+ years of experience as a sales professional in the finance industry
  • Proven ability to over-achieve on sales quota
  • Experience with CRMs such as HubSpot or Salesforce, as well as best-in-class sales enablement tools

What We Offer:

  • The base salary range for this role is $90-100k USD with uncapped commission and accelerators
  • Meaningful equity
  • Top-of-the-line healthcare coverage
  • Flexible PTO + 12 paid company holidays


  • Barrie, Ontario, Canada Scotiabank Full time

    Scotiabank is a leading bank in the Americas, guided by our purpose: 'for every future.' We help our customers, their families, and communities achieve success through a broad range of advice, products, and services. As a Senior Financial Advisor, you'll be an essential member of our Canadian Banking Branch network, focusing on providing exceptional service...


  • Barrie, Ontario, Canada Acosta Sales & Marketing Full time

    In-Store Execution Expert WantedWe are seeking an experienced In-Store Execution Expert to join our team. In this role, you will be responsible for ensuring product availability and store compliance with planograms. You will also implement in-store merchandising activities based on plan-o-grams and schematic layouts, including resets.ResponsibilitiesPlan...


  • Barrie, Ontario, Canada Acosta Sales & Marketing Full time

    About the RoleWe are seeking a skilled and motivated Full-time Retail Merchandiser to join our team at Acosta Group. As a Full-time Retail Merchandiser, you will play a key role in supporting the in-store execution for our leading CPG client.Your responsibilities will include executing a range of in-store merchandising tasks, from shelf stocking to display...


  • Barrie, Ontario, Canada Northlake Financial ULC Full time

    ABOUT THIS CAREER OPPORTUNITYThe Northlake Financial team is growing If you are a committed and collaborative professional looking to contribute to a hard-working, innovative team, this opportunity is for you.WHY WORK FOR US?Northlake understands the needs of its employees. Northlake Financial is revolutionizing the Canadian automotive finance industry with...


  • Barrie, Ontario, Canada Acosta Sales & Marketing Full time

    As a Field Sales Representative on the Shared Retail Sales Team, you will have the opportunity to make an immediate impact by driving sales and distribution growth in your territory, representing our clients including Coca-Cola (Nutrition) Company, Campbell's, and B&G Foods at grocery/mass stores.The ideal candidate is committed to delivering results while...


  • Barrie, Ontario, Canada Kognitive Sales Solutions Full time

    Event Sales Representative - Summer Position (Full-Time & Part-Time)Kognitive Sales Solutions, in partnership with Canadian Tire, is seeking outgoing and sales-driven individuals to join our team as Gas Station Event Field Sales Representatives. In this role, working in pairs, you'll have the exciting opportunity to engage with consumers directly while...


  • Barrie, Ontario, Canada Scotiabank Full time

    At Scotiabank, we're dedicated to helping our customers achieve their financial goals. As a Senior Financial Advisor, you'll play a critical role in providing exceptional service and expert advice to our clients.About the RoleThe ideal candidate will possess a strategic mindset, with the ability to develop personalized financial strategies that meet the...


  • Barrie, Ontario, Canada American Income Life AO - Nasir Imodagbe Full time

    A Career with American Income LifeAt American Income Life, we protect every family because they deserve peace of mind and financial security. We are looking for experienced Customer Service professionals to join our team as Customer Care Specialists.Your Key ResponsibilitiesClient Acquisition: Identify new business opportunities and build relationships with...


  • Barrie, Ontario, Canada Acosta Sales & Marketing Full time

    OverviewAcosta Sales & Marketing is a leading provider of retail sales services, digital strategy, and business intelligence. We empower brands to thrive in the world of omnichannel shopping by building lasting relationships with our clients and their customers.Sales and Distribution GrowthWe are seeking an experienced Field Sales and Distribution Manager to...


  • Barrie, Ontario, Canada Premium Retail Services Full time

    OverviewPremium Retail Services is a leading retail sales company dedicated to promoting innovative consumer electronics products. As a Digital Appliance Sales Associate, you will play a crucial role in engaging customers and generating excitement for our products.Key Responsibilities:Engage with customers in-store as a product expert.Create and build...


  • Barrie, Ontario, Canada RBC - Royal Bank Full time

    Your natural flair for sales and business development is what sets you apart from the crowd. This role is all about professional relationship management and delivering top-tier financial advice to clients involved in the Agriculture and Agri-Food industry, whose specialized approach aligns sales, products, risk policy, and market strategies to deliver...


  • Barrie, Ontario, Canada Charon Clute Insurance Agency Inc. Full time

    Join Our Dynamic Team as an Insurance & Financial Services AdvisorCharon Clute Insurance Agency Inc.Location : Barrie, ONTitle : Sales - Full TimeCompensation : Base Salary starting from $40,000 to $50,000 + Commission + BonusesWho we Are :We are a professional insurance office that provides exceptional customer service at every contact. We want to help our...


  • Barrie, Ontario, Canada RBC - Royal Bank Full time

    Your natural flair for sales and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and delivering top-tier financial advice to clients involved in the Agriculture and Agri-Food industry, whose specialized approach aligns sales, products, risk policy, and market...


  • Barrie, Ontario, Canada Napoleon Products Full time

    About Napoleon ProductsNapoleon Products is a leading manufacturer of innovative home comfort solutions. Our commitment to quality, customer service, and advanced engineering techniques has earned us numerous awards and recognition in the industry.Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our finance team. As a key member of...


  • Barrie, Ontario, Canada Acosta Sales & Marketing Full time

    Samsung Digital Appliance PromoterGeneral InformationCompany: PRE-CALocation: Barrie, Ontario, L4N 6N5Ref #: M74030Function: Brand Advocacy & SalesEmployment Duration: Part-timeDescription and RequirementsAs a Samsung Digital Appliance Promoter, you'll spark sales in retail stores, promote products and excite customers. Additionally, you'll grow sales for...


  • Barrie, Ontario, Canada Acosta Sales & Marketing Full time

    About the RoleThe Full-time Sales Representative will be responsible for executing merchandising activities based on plan-o-grams and schematic layouts, including resets. This involves planning coverage, setting priorities, and organizing required tools and materials to ensure deadlines are met.Key ResponsibilitiesImplement in-store merchandising activities,...


  • Barrie, Ontario, Canada Float Financial Solutions Inc. Full time

    Float Financial Solutions Inc. empowers Canadian businesses to thrive and grow by simplifying finance. Our innovative platform streamlines financial operations and optimizes cash flow, allowing businesses to focus on what matters most.We're a dynamic team that includes leaders from top companies and values entrepreneurship, passion, and customer obsession....


  • Barrie, Ontario, Canada AutoTrader Full time

    Job Description">We are seeking a highly skilled and motivated Automotive Sales Compensation and Analytics Expert to join our team. The ideal candidate will have a strong background in sales compensation and analytics, with experience working with complex data sets and advanced analytics tools.Key Responsibilities:">Analyze sales data to identify trends,...


  • Barrie, Ontario, Canada RONA Full time

    Our teams are driven by the desire to help people bring their projects to life and are committed to making a difference in the communities we serve. We operate or service corporate and affiliated dealer stores. With a distinctive product and service offering and complementary store formats ranging from neighbourhood hardware stores to big box stores, our...


  • Barrie, Ontario, Canada LHH Knightsbridge Full time

    LHH Knightsbridge seeks a visionary Director, Finance and Technology to oversee and manage all financial and IT operations within the organization. This key leadership role will be responsible for driving financial strategy, ensuring the integrity of financial operations, and leveraging technology to enhance service delivery.About the RoleThis is a...