Key skills
CRMCommunicationCollaborationRemote WorkSales
About this role
Role Overview
- Client Engagement: Respond to inquiries from prospective clients and provide information about our services to close sales.
- Lead Follow-Up: Proactively contact potential clients who completed online quotes to assess interest and provide further assistance to convert them.
- Communication: Communicate effectively by phone, email, and SMS with potential clients daily in both French and English. Bilingualism is essential as we serve customers across Canada.
- Performance Review: Monitor personal performance and meet daily, weekly, and monthly targets.
- Documentation: Maintain accurate records of client interactions and log follow-up activities in our CRM system.
- Collaboration: Work closely with the sales team to achieve team objectives and participate in developing strategies to boost client engagement and sales.
- Career Growth: Opportunity to complete broker exams (AMF and RIBO) after your first year with us.
Requirements
- Minimum of 5 years of relevant sales experience
- Proactive and results-oriented, with a strong drive to exceed sales goals
- Strong verbal and written communication skills in French and English
- Quick learner with an interest in technology
Benefits
- Competitive compensation with a monthly bonus
- Up to 5 weeks of vacation per year
- Comprehensive health benefits (medical, dental, vision, etc.) and life insurance
- 100% remote work option or access to our downtown Montreal office
- Flexible start date (the sooner the better)