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 their interest and provide further assistance to close the sale.
- Communication: Communicate effectively by phone, email, and SMS with potential clients in both French and English on a daily basis. Bilingualism is essential because we serve customers across Canada.
- Performance review: Monitor your own 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 goals and contribute to strategies that increase client engagement and sales.
- Career growth: Prepare for and successfully pass broker exams (AMF and RIBO) after your first year with us.
Requirements
- Minimum of 5 years of relevant sales experience
- Proactive and hardworking, with a track record of exceeding sales targets
- Strong oral 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
- Top-tier health benefits (health, dental, vision, etc.) and life insurance
- 100% remote work option or downtown Montreal office space
- Flexible start date (the sooner, the better)