A Sales Associate in Financial Services helps drive sales, manage client accounts, and support the execution of financial products like loans, IT leasing, or investment services.

Key Responsibilities

- Pipeline & Lead Development: Identify, qualify, and nurture new business leads or prospects using tools like Salesforce.
- Deal Execution & Proposals: Assist account executives with building financing proposals, pricing structures, and client presentations.
- Client & Partner Engagement: Answer customer inquiries, explain financial or leasing options, and build long-term relationships.
- Cross-Functional Coordination: Work with finance, legal, risk, and operations teams to process transactions and ensure policy compliance.
- Analytics & Reporting: Track sales metrics, build pipeline status reports, and assist with forecasting.

Required Skills & Qualifications
- Education: Bachelor’s degree in Business, Finance, Economics,



or a related field (or equivalent experience).
- Technical Tools: Proficiency in Microsoft Office (Excel, PowerPoint) and CRM software like Salesforce.
- Core Competencies: Strong verbal and written communication, analytical problem-solving, and attention to detail.
- Industry Knowledge: Familiarity with financial solutions, asset lifecycle management, or corporate leasing models is a robust plus.

Pay: $27.60-$30.00 per hour Expected hours: 40.0 per week

Benefits

- Company events
- Disability insurance
- Extended health care
- Flexible schedule
- Life insurance
- On-site childcare
- On-site parking
- Profit sharing
- Relocation assistance
- Vision care
- Work from home

Work Location: In person

📌 Retail Sales Associate (Windsor)
🏢 Spectre Financial
📍 Windsor