We are seeking a Sales Associate who delivers exceptional customer experiences and personalized service, aiming to achieve individual and team sales targets. This role involves identifying customer needs, following up on all sales leads, and nurturing long-term client relationships. Managing customer data effectively helps in personalizing future client interactions and ensuring professional post-sale follow-ups.

Additionally, supporting the day-to-day operations of the boutique and bringing a passion for timepieces and jewelry contribute to a vibrant and engaging store environment.

An Overview of Sales Associate Responsibilities and Qualifications

1. The Sales Associate role offers an exceptional opportunity for individuals with experience in internal or external sales within the financial services industry, and a proven ability to generate new business. This position is based in Montreal, with potential future travel to the U.S. and internationally. Key responsibilities include identifying and engaging qualified prospects such as CIOs, Strategists, Directors of Research, Portfolio Managers, and Analysts at buy-side firms within a specified sales region. The role also involves arranging evaluations of Lamwork’s independent research services, negotiating, and finalizing research access agreements.

- Responsible for marketing, lead generation and managing the full sales cycle.
- Achieve sales targets and corporate objectives.




- Schedule client and prospect events and meetings with strategists (both virtually and in person) and travel domestically or abroad when required.
- Handle prospect and client inquiries related to Lamwork’s research and strategy.
- Partner with the account management team to grow existing client relationships.
- Relevant work experience in sales, business development, marketing or customer service in a financial institution or relevant work environment.
- Keen interest and knowledge of global financial markets.
- Committed to ongoing product knowledge training

Sales Associate Experience and Requirement:
- University Degree required.
- Proven track record of achieving sales results in a highly client relationship focused workplace
- Experience in cold-calling.
- Proactive personality with strong attention to detail.
- Ability to work independently and with a team in a fast-paced, high stress environment.
- CRM applications (Salesforce experience is an asset).

- Perfectly fluent spoken and written English.
- Availability to work a roster with late evenings and weekends

Editorial Process and Content Quality

This content is developed by the Lamwork Editorial Team using structured analysis of real-world job data, skill requirements, and hiring patterns.

Research framework by Lam Nguyen , Founder & Editorial Lead.

📌 Sales Associate (Montreal)
🏢 Lamwork
📍 Montreal