Consultant en planification financière chez Sun Life, assureur aidant ses clients à atteindre leur sécurité financière. Formant les conseillers et développant des stratégies de retraite, fiscalité, risques et succession.
About the role
- Financial Sales Specialist structuring customized Cisco Capital financing solutions for Canadian customers and partners. Advising executives, leading cross-functional deal teams, and driving attachment-financing revenue.
Responsibilities
- Lead executive-level conversations with C-suite stakeholders to align financial strategies with digital transformation goals
- Advise internal stakeholders and external customers on time-value-of-money benefits associated with payment-over-time structures
- Coordinate with Finance and Operations teams to execute complex payment options accurately
- Partner with Cisco Finance and end-user customers to structure customized payment solutions
- Lead cross-functional teams across Cisco Capital, Cisco Systems, and the partner ecosystem
- Exceed annual targets for attachment financings
- Maintain weekly forecast accuracy and hygiene
- Manage the financial lifecycle of deals for a defined group of Canadian accounts
- Provide market-leading financial solutions and contribute to Cisco’s customer experience
- Support the long-term success of the Cisco Capital Canada segment
Requirements
- 8+ years’ experience selling complex financial and leasing transactions
- Requires BS/BA or equivalent
- Ability to develop and manage across all levels of an organization, from front line to C-level
- Proven track record of outstanding sales results, with emphasis on generating new and previously untapped accounts
- Experience with Salesforce.com or other CRM
- Ability to travel within assigned territory
- Strong executive presence, EQ, and financial acumen
- Excellent communication and persuasion skills for conveying complex concepts concisely and creatively
- Ability to align financial goals to business outcomes
- Validated ability to lead and effectively collaborate in a matrix-managed team culture
Benefits
- Medical, dental and vision insurance
- 401(k) plan with a Cisco matching contribution
- Paid parental leave
- Short- and long-term disability coverage
- Basic life insurance
- Cisco restricted stock unit grants may be available, subject to eligibility
- 10 paid holidays per full calendar year
- 1 floating holiday for non-exempt employees
- 1 paid day off for employee’s birthday
- Paid year-end holiday shutdown
- 4 paid days off for personal wellness
- 16 days of paid vacation time per full calendar year for non-exempt employees
- Flexible vacation time off program for exempt employees
- 80 hours of sick time off provided on hire date and each January 1st thereafter
- Up to 80 hours of unused sick time carried forward
- Additional paid time away for critical or emergency family issues
- Optional 10 paid volunteer days per full calendar year
- Performance-based incentive pay for sales employees
- No cap on incentive compensation once performance exceeds 100% attainment
- Remote work arrangement
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