Questrade Financial Group is a forward-thinking fintech company dedicated to providing innovative financial solutions. They are seeking a Sales Onboarding Specialist to manage inbound sales inquiries and deliver exceptional customer experiences while meeting sales targets.
Responsibilities
- Handle inbound sales inquiries across multiple channels: Chat, email and phone
- Convert inquiries into sales by understanding the customer needs and recommending tailor solutions
- Consistently meet or exceed sales targets and key performance metrics
- Proactively manage a sales pipeline during slower periods, ensuring all leads are nurtured
- Stay knowledgeable about our products and services to provide accurate information to clients
- Collaborate with team members and leadership to identify and implement process improvements
- Maintain accurate records of interactions and sales activities in Salesforce
- Using first contact resolution to answer questions, address objections, and finalize the transaction within the initial conversation
Skills
- Have 1+ years' proven experience in sales, ideally in a contact centre or multi-channel environment
- Have a track record of exceeding sales targets while delivering customer focused solutions
- Have familiarity with Salesforce and pipeline management
- Are a customer-first sales professional who is passionate about providing outstanding service while achieving sales results
- Have exceptional communication and interpersonal skills, with the ability to actively listen and empathize
- Have strong problem solving skills and a proactive mindset to meet customer needs in real time
- Have outstanding organizational skills to handle multiple interactions, manage sales pipelines, and identify new opportunities to support clients
- Have experience in the financial services industry
- Are fully bilingual in English and French
Benefits
- Health & wellbeing resources and programs
- Paid vacation, personal, and sick days for work-life balance
- Competitive compensation and benefits packages
- Work-life balance in a hybrid environment with at least 3 days in office
- Career growth and development opportunities
- Opportunities to contribute to community causes
- Work with diverse team members in an inclusive and collaborative environment
Company Overview
Questrade is an award-winning low-cost digital alternative to traditional banks that is changing the Canadian financial services industry. It was founded in 1999, and is headquartered in Toronto, Ontario, CAN, with a workforce of 1001-5000 employees. Its website is http://www.questrade.com.