Inside Sales Specialist
ABOUT SNAP PROJECTIONS
Snap Projections is developing the financial planning platform of the future. By enabling nuanced financial planning calculations through a modern, intuitive, and powerful interface, Snap Projections equips advisors with a means to effortlessly implement both simple and complex financial plans, which can be easily adjusted in real-time during a face-to-face client engagement. This modern, transparent and customer-centric approach made available by Snap is disrupting the traditional approach to financial planning, making it efficient, collaborative and impactful. We are a quickly growing 10 person semi-remote team focused on developing solutions that matter, solving real problems and creating products our customers love.
Want to help people succeed and make a difference in the lives of Canadians? I’ve got a position for you.
THE BIG PROBLEM YOU’LL BE WORKING ON
We have an Engineering team. They built a great product. Now we need to show the benefits of our product to our prospects.
Our Inside Sales team helps our prospects engage with the product and start using it for the benefit of their clients. The more prospects start using our product, the more Canadians they can help to make better financial decisions.
And we’d LOVE to have Inside Sales Specialist join us. That person is YOU.
YOU’LL MAKE GREATER IMPACT IN 3 MONTHS THAN YOU DID IN 3 YEARS AT YOUR LAST JOB
At Snap Projections, you’ll be interacting with a variety of our clients and prospects from the largest accounts to medium-sized organizations and independent wealth management firms.
I’m not going to lie, the challenges on the Inside Sales team will be intense. But this also means you’ll be able to learn and grow at a faster pace than anyone of your peers and help a ton of people in a way you’ve never imagined.
So if you’ve ever wanted to be on a team that’s focused on making a massive difference in the lives of millions of people, I want to talk to you. If financial topics interest you, you’re going to love it.
WHAT WE’RE LOOKING FOR
- You are driven, motivated and eager to learn.
- You genuinely love helping people and want them to succeed.
- You love talking to people and helping them solve problems through technology.
- You previously worked in a customer-facing role (either support or sales).
- You have outstanding oral and written communication skills.
- You are an organized and tenacious problem solver.
- You are extremely tech-savvy, able to master new tools and apps quickly.
- You have a good understanding of the Canadian financial industry terms i.e. RRSP, TFSA (or are ready to learn this at a blistering pace).
- Accounting, financial planning or investment designations (CA, CPA, CFP, CIM) highly valued but not required.
WHAT YOU NEED TO KNOW
- This is a full-time position either based remotely in Canada or at our offices in Mississauga, Ontario. If you are not based in Canada, please do NOT apply.
HOW TO APPLY TO BE OUR INSIDE SALES SPECIALIST
- Email your resume at [email protected] (no recruiters please).
- Put “Inside Sales Specialist” in the subject line and nothing else.
- Tell me why you want to work at Snap Projections.
- Record a brief video (phone quality is fine) to tell me why you are excited about the position.
I hope we get a chance to work together.
Founder & CEO