Financial Sales Position: Patchell Brook Equity Analytics Inc.
Patchell Brook Equity Analytics Inc. is a valuation company based in Miramichi New Brunswick. We specialize in software for valuing publicly traded companies (www.stockcalc.com). We are looking to add a Financial Sales specialist to our team.
Stockcalc is a powerful valuation platform for the Retail Investor, Public Company CFO and Investment Advisory industry. This position connects our valuation platform with these communities with an initial focus on the Investment Advisory space.
Generate leads from industry contacts, publications, trade show lists, business directories, databases, and websites and convert them into engaged customers.
Establish annual sales targets then meet those targets on a quarterly and annual basis.
Maintain an updated client and prospect database.
Provide online demonstrations of Stockcalc as required.
Provide regular pipeline reports, customer feedback, and market research knowledge to management to enhance product development efforts and the customer experience.
Identify new opportunities for existing and proposed services.
Proven success in growing sales over several years, achieving sales targets, and building long-term relationships while adhering to a disciplined sales process is required, preferably in an investment advisory environment.
The ideal candidate has a strong understanding of Investing. Knowledge in social media marketing and content distribution is an asset. 3+ years of experience with these skills is desired.
Bachelor’s degree or equivalent; an advanced degree or relevant qualification such as an MBA or CFA is an asset.
Sales experience in the Financial services and operations environment is the priority.
Knowledge of Financial information - Financial Statements, Ratio Analysis, Valuation methods
Ability to speak with Investment Advisors, Retail Investors and CFO’s in a knowledgeable manner.
Demonstrated interest in stock markets and investing.
Social media marketing skill base.
Strong motivation to excel in a fast-paced, entrepreneurial work environment.
Outstanding presentation, reporting and communication skills.
Self starter, problem solver, creative thinker
All the computer skills expected today….
Our company is based in Miramichi, New Brunswick and some of your time would need to be spent here initially.
Salary: Skill and experience based compensation. We are an early-revenue start-up based in a small city.
If you have this skill combination and enjoy working in start-up environment please email your CV to
firstname.lastname@example.org with the Subject line "Financial Sales Position" on or before June 30, 2018. Only those candidates selected for interview will be notified.