Sales Representative – Financial Services Education

Company Description Set Marketing is a Toronto-based digital marketing agency focused on driving measurable growth for clients across Canada and the United States. The team specializes in Google Ads, Local SEO, and Facebook Ads, designing tailored strategies that strengthen online visibility and revenue. The company emphasizes partnership, collaboration, and long-term client relationships, working closely with businesses to understand their objectives and challenges. In-house experts ranging from business consultants to creative professionals craft integrated digital solutions that turn online engagement into tangible business outcomes. Set Marketing offers a dynamic environment for individuals interested in contributing to impactful, data-driven marketing initiatives.
Role Description The Sales Representative – Financial Services Education is a full-time, on-site role based in Toronto, ON. This position focuses on identifying and engaging financial services professionals and organizations that can benefit from SET Marketing’s education and digital solutions. Day-to-day responsibilities include prospecting and qualifying leads, conducting discovery calls, presenting tailored sales proposals, and guiding potential clients through the decision-making process. The Sales Representative will collaborate with marketing and account teams to align messaging, ensure accurate client needs assessment, and support onboarding of new clients. The role also involves maintaining detailed records in CRM tools, achieving sales targets, participating in sales meetings, and providing feedback to improve offerings in the financial services education space.
Qualifications

• Candidates should possess strong Finance and Financial Services knowledge, particularly related to products, regulations, and industry trends.
• Candidates should possess excellent Communication skills, including clear presentation, active listening, and professional writing abilities.
• Candidates should possess solid Customer Service skills, demonstrating empathy, responsiveness, and a client-focused mindset.
• Candidates should possess proven Sales skills, including lead generation, pipeline management, negotiation, and closing.
• Additional beneficial qualifications include experience selling education or training solutions, familiarity with digital marketing services, proficiency with CRM tools, and a track record of meeting or exceeding sales targets.
• Post-secondary education in Business, Finance, Marketing, or a related field is an asset, along with the ability to work independently, collaborate with cross-functional teams, and adapt in a fast-paced environment.