Neo Financial

Team Lead - Chinook

Neo Financial • $75K — $95K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in a sales role with a history of meeting sales targets.
  • Proven leadership experience in guiding sales teams or individuals.
  • Strong communication and interpersonal skills for team motivation and customer interaction.
  • Ability to train, coach, and develop team members effectively.
  • High level of organizational skills and attention to detail.
  • Willing to work flexible hours, including evenings and weekends.

Responsibilities

  • Develop and conduct training sessions for Sales Representatives to enhance skills and product understanding.
  • Manage team schedules to maximize sales opportunities at activation events.
  • Set up and dismantle Neo activation booths, ensuring a professional and branded presence.
  • Monitor and evaluate sales performance, providing feedback to drive improvement.
  • Support the team during events, addressing issues and leading by example.
  • Collaborate with management to improve sales techniques and strategies for success.
  • Engage in active selling of Neo products while building strong customer relationships.
  • Track sales metrics and report on performance for continuous progress.

Benefits

  • Ownership structure for eligible roles, enabling shared success.
  • Flexible health benefits and life insurance.
  • 21 days of paid time off plus statutory holidays and personal leave.
  • Health and personal spending accounts to accommodate wellness needs.
  • Discounts available through a partner network for various services and products.
  • Access to early use and discounts on Neo products like mortgages and credit cards.
  • Parental leave benefits including a top-up and equity vesting.
Full Job Description
The Role

We're looking for a highly motivated and inspiring Team Lead to champion our brand and guide our Sales Representatives in their mission to represent Neo. You'll be at the forefront of our activation efforts and your primary responsibility will be to empower and enable your team to excel at acquiring customers by signing them up for the Neo Credit card, the Neo Money account, and other Neo products.

What You'll Do:
  • Develop and deliver engaging training sessions, providing ongoing coaching and mentorship to Sales Representatives to sharpen their skills and product knowledge.
  • Strategically manage and optimize team schedules to ensure effective coverage and maximize sales opportunities at all activation events.
  • Oversee the professional setup and efficient dismantle of Neo activation booths, ensuring everything is organized and branded effectively.
  • Monitor individual and team sales performance against targets, providing constructive feedback and implementing strategies to drive consistent success.
  • Provide hands-on support and guidance to your team at various activation events, troubleshooting issues and leading by example.
  • Collaborate with management to refine sales techniques and strategies, ensuring the team is equipped to achieve acquisition goals.
  • You may be responsible to generate sales revenue by actively selling company products and services and developing strong customer relationships.
  • Track key sales metrics and provide regular reports on team performance, offering insights for continuous improvement.


Who we are looking for:
  • Proven experience in a sales role, with a strong track record of achieving or exceeding sales targets.
  • Demonstrated leadership or supervisory experience, ideally within a sales environment.
  • Exceptional communication and interpersonal skills.
  • A natural ability to motivate, coach, and develop a sales team.
  • Excellent organizational skills with meticulous attention to detail.
  • Flexibility to work evenings and weekends as required by activation events.


Total Rewards

As Neo continues to grow, we're committed to offering a competitive, market-leading rewards program that reflects the impact our team members make. In addition to salary, our program includes equity - empowering employees to share directly in our momentum today and in the meaningful value we create for years to come.
  • Salary: We provide a strong base salary aligned with market ranges, along with the flexibility to tailor your mix of cash and equity to match your longer term goals. Final compensation is based on your skills, experience, and scope. For exceptional talent, we're prepared to go above and beyond.


What does life as an Owner at Neo Include?

C🇦 You will redefine the financial landscape with top talent in Canada to help everyday Canadians win, and grow quickly while doing it

For eligible roles, ownership structure that enables you to share in our path to victory

Collaborating with the brightest minds to build something meaningful, united by a shared commitment to innovation, curiosity, and excellence

♥🩹 Flexible health benefits & life insurance

21 Days PTO + stat holidays, and personal leave

Health & personal spending accounts

🤑 A wide variety of discounts through our partner network

Access to early use of products and discounts on fixed-term Neo mortgages

Parental top-up & equity vesting during long term leave

Neo night events

Company wide huddles, and education

About Neo Financial

Neo Financial is a Canadian financial technology company that provides a mobile banking platform. The company was founded in 2019 and is headquartered in Calgary, Alberta. Neo Financial aims to provide a modern banking experience that is more convenient and personalized than traditional banks. The company offers a range of financial products and services, including savings accounts, credit cards, and loans. Neo Financial is a subsidiary of Neo Financial Corp., which is owned by the Canadian technology company, SkipTheDishes.
Learn more about Neo Financial
Size
50 employees
Industry
Founded
2019

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