Sales Onboarding Specialist

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

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.

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