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Refinance Sales Representative (Yes Plan Financial)

Refinance Sales Representative (Yes Plan Financial)

Job ID 
Company Name 
Yes Plan Financial Inc.
Street Address 
16830 107 Ave
# Positions 
Job Type 
Full Time
Years of Experience 
Posted Date 

More information about this job

Job Description



About us:


Yes Plan Financial Inc. is looking to add key players to an exciting, fast moving team!



A whole new ball game when it comes to auto refinance, YES PLAN offers a variety of finance solutions for Canadians who have earned the right to save money by consistently paying their high interest auto loans! We feel their pain … and are committed to lightening the load with creative, personalized strategies to keep people driving the car they love, at a payment and rate they deserve. YES PLAN Financial Inc is a brand new division of Go Auto – the West’s largest auto retailer with with over 40 dealerships in across Alberta and Western Canada.  Because the position is a new one, you will have the chance to shape and define your role based on your skills - make the job yours!


Woot Woot … This could be your career chance of a lifetime:

  • Market YES PLAN Financial Inc. to prospective clients through professional sales and service oriented approaches
  • Assess current vehicle loans and credit standing to determine refinancing opportunities
  • Collaborate with credit analyst to design credit refinance strategies that optimize full range of Go Auto products and services
  • Negotiate refinance plans with clients
  • Support clients through exemplary customer service
  • Actively contribute product and service ideas to grow and develop YES PLAN Financial to national leader status
  • High sales achiever … sell, sell, sell with a caring customer focus


What you’ll be good at if this job is for you:

  • You know the car business and the car financing business.  You understand the kind of circumstances that will drive people to YES PLAN Financial Inc. for help.  You are empathetic and understand your goal is to find the win/win for client and YES PLAN Financial Inc.
  • You like helping people.  You get a kick out of getting people to the ‘aha’ moments.  You are patient, level-headed, and cool under pressure.  Teaching someone something new makes you feel good inside.
  • You can solve problems.  You love tackling difficult challenges and finding creative solutions.  You don’t get flustered easily.  If you don’t know the answer, you’ll dig until you find it.
  • You pay attention to the details.  As far as you’re concerned, anything worth doing is worth doing right, every time.  You stay focused and make sure nothing falls through the cracks.
  • You like learning new things and are a quick learner.  You are good with change and adapt quickly.
  • You communicate clearly.  You write well.  You speak eloquently.  You can explain just about anything to anyone, and you’re comfortable communicating in writing and on the phone.
  • You are motivated and driven.  You volunteer for new challenges without waiting to be asked.  You’re going to take ownership of the time you spend with us and truly make a difference.


In summary…you need to have experience in marketing and customer service, effective communication, the car business, financing / banking, and proof that you are a motivated team play.  Let us know what you’ve done and we’ll see if it’s a match.



Here’s what we offer:

  • Competitive pay with bonuses … you produce – you prosper big time
  • Generous and flexible vacation policy – work hard and reliably then take time when you need it
  • Comprehensive health care and dental benefits
  • Free gym membership to keep you fit and healthy
  • Employee investment program that guarantees you a 10% return/year … and up to 25% 
  • Development opportunities through Go Auto University - the best in-house training available
  • Membership in a professional team that is fun, motivated, creative, hard-working AND successful


Send along your resume and we’ll be in touch if we think we could make this work.

If you don’t think it’s for you, but know someone who fits the bill…please forward this job spec to them.  A small ‘referral fee’ might come your way if you send us a good one

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