About the role As a Sales Representative at Springfinancial, you will play a crucial role in driving the growth of our financial services. Your primary responsibility will be to engage with potential clients, understand their financial needs, and provide tailored solutions that align with our offerings. This position is ideal for individuals who thrive in a dynamic sales environment and are passionate about helping clients achieve their financial goals. You will be part of a supportive team in Vancouver, British Columbia, where your contributions will directly impact the success of our organization.
Key facts Location: Vancouver, British Columbia
Engagement: Full time
Salary: Competitive, commensurate with experience
Visa: Open to candidates eligible to work in Canada
What you’ll do Develop and maintain strong relationships with prospective and existing clients to understand their financial needs and objectives.
Conduct thorough needs assessments to identify opportunities for our financial products and services.
Present and demonstrate the value of our offerings through effective sales presentations and consultations.
Collaborate with the marketing team to create compelling sales materials and campaigns that resonate with target audiences.
Utilize CRM software to track leads, manage client interactions, and monitor sales performance metrics.
Meet and exceed sales targets and quotas through proactive outreach and follow-up strategies.
Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
Stay informed about industry trends, competitor offerings, and regulatory changes to effectively position our services.
Participate in training sessions and workshops to enhance your sales skills and product knowledge.
Attend networking events and industry conferences to expand your professional connections and promote Springfinancial.
Work closely with the finance and operations teams to ensure seamless service delivery and client satisfaction.




Prepare regular reports on sales activities, client feedback, and market insights for management review.
Requirements Proven experience in sales, preferably in the financial services sector, with a minimum of 2 years in a similar role.
Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
Demonstrated ability to meet or exceed sales targets and contribute to team success.
Proficiency in using CRM systems and other sales-related software tools.
Excellent problem-solving skills and a customer-centric mindset.
Ability to work independently and as part of a collaborative team environment.
Strong organizational skills with the ability to manage multiple tasks and priorities effectively.
Nice to have A background in finance, economics, or a related field is advantageous.
Experience in B2B sales or working with small to medium-sized enterprises.
Familiarity with digital marketing strategies and techniques.
Previous experience in a fast-paced startup environment.
Knowledge of financial regulations and compliance standards.
Skills & tools Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software (e.g., Salesforce, HubSpot).
Strong analytical skills to assess client needs and market opportunities.
Excellent presentation and negotiation skills to effectively communicate value propositions.
Ability to adapt to changing market conditions and client requirements.
Familiarity with financial products such as loans, mortgages, and investment services.
Practical notes This position is based in Vancouver, British Columbia, and may require occasional travel for client meetings and industry events.
Candidates must be eligible to work in Canada and should be prepared to provide proof of eligibility upon request.
The work environment is fast-paced and requires a proactive approach to sales and client engagement.
Springfinancial is committed to fostering a diverse and inclusive workplace, and we encourage applications from individuals of all backgrounds.

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📌 Sales Representative (British Columbia)
🏢 springfinancial
📍 British Columbia