SALES ASSOCIATE JOB DESCRIPTION
We are seeking a Sales Associate who delivers exceptional customer experiences and personalized service, aiming to achieve individual and team sales targets. This role involves identifying customer needs, following up on all sales leads, and nurturing long-term client relationships. Managing customer data effectively helps in personalizing future client interactions and ensuring professional post-sale follow-ups. Additionally, supporting the day-to-day operations of the boutique and bringing a passion for timepieces and jewelry contribute to a vibrant and engaging store environment.
An Overview of Sales Associate Job Description Responsibilities and Qualifications
1. The Sales Associate role offers an exceptional opportunity for individuals with experience in internal or external sales within the financial services industry, and a proven ability to generate new business. This position is based in Montreal, with potential future travel to the U.S. and internationally. Key responsibilities include identifying and engaging qualified prospects such as CIOs, Strategists, Directors of Research, Portfolio Managers, and Analysts at buy-side firms within a specified sales region. The role also involves arranging evaluations of Lamwork’s independent research services, negotiating, and finalizing research access agreements.
Sales Associate Roles and Responsibilities:
- Responsible for marketing, lead generation and managing the full sales cycle.
- Achieve sales targets and corporate objectives.
- Schedule client and prospect events and meetings with strategists (both virtually and in person) and travel domestically or abroad when required.
- Handle prospect and client inquiries related to Lamwork’s research and strategy.
- Partner with the account management team to grow existing client relationships.
- Relevant work experience in sales, business development, marketing or customer service in a financial institution or relevant work environment.
- Keen interest and knowledge of global financial markets.
- Committed to ongoing product knowledge training
Sales Associate Experience and Requirement:
- University Degree required.
- Proven track record of achieving sales results in a highly client relationship focused environment
- Experience in cold-calling.
- Proactive personality with strong attention to detail.
- Ability to work independently and with a team in a fast-paced, high stress environment.
- CRM applications (Salesforce experience is an asset).
- Excellent communication skills.
- Perfectly fluent spoken and written English.
- Availability to work a roster with late evenings and weekends
Editorial Process and Content Quality
This content is part of Lamwork's career intelligence platform and is developed using structured analysis of real-world job data, including publicly available job descriptions, skill requirements, and hiring patterns.
Lam Nguyen, Founder & Editorial Lead, defines the research framework behind Lamwork's career intelligence platform, including job role analysis, skills taxonomy, and structured career insights.
All content is reviewed by Thanh Huyen, Managing Editor, who oversees editorial quality, content consistency, and alignment with real-world role expectations and Lamwork's editorial standards.
Content is developed through a structured process that includes data analysis, role and skill mapping, standardized content formatting, editorial review, and periodic updates.
Content is reviewed and updated periodically to reflect changes in skills, role requirements, and labor market trends.
Learn more about our editorial standards.