Sales Onboarding Specialist

at  Questrade Financial Group

Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.
We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.
This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, there are flexible working arrangements so you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at Questrade.

What’s in it for you as an employee of QFG?

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Hybrid work arrangements
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment

We’re looking for our next Sales Onboarding Specialist. Could It Be You?
The Sales Onboarding Specialist role is an important sales position across the Questrade enterprise. As a primary point of contact during the initial onboarding journey for customers, the objective of a Sales Onboarding Specialist is to create and foster a positive sales relationship with Questrade clients..
What’s it like working as a Sales Onboarding Specialist at Questrade?
We’re seeking a high performing Sales Onboarding Specialist to join our growing contact centre team. This role involved managing inbound sales through Chat, SMS, email and calls while delivering an exceptional customer experience. This is the perfect opportunity for someone who thrives in a goal driven environment, consistently exceeds targets and wants to build a long term career at Questrade.
Need more details? Keep reading…

• Handling inbound sales inquiries across multiple channels: Chat, SMS, email and phone.
• Converting inquiries into sales by understanding the customer needs and recommending tailor solutions.
• Consistently meeting or exceeding sales targets and key performance metrics
• Proactively managing a sales pipeline during slower periods, ensuring all leads are nurtured.
• Staying knowledgeable about our products and services to provide accurate information to clients.
• Collaborating with team members and leadership to identify and implement process improvements.
• Maintaining accurate records of interactions and sales activities in Salesforce

So are YOU our next Sales Onboarding Specialist? You are if you…

• Are a customer first sales professional who is passionate about providing outstanding service while achieving sales results.
• An exceptional communicator and have 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.

Additional kudos if you…

• Proven experience in sales, ideally in a contact centre or multi channel environment
• A track record of exceeding sales targets while delivering customer focused solutions
• Familiarity with salesforce and pipeline management