Web Sales Broker

6 months ago

Toronto, Canada Questrade Financial Group Full time

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.

We’re looking for our next Web Sales Broker. Could It Be You?
The Web Sales broker is responsible for managing insurance leads and following up on quote requests, providing exceptional service and professional advice to our valued customers, and collaborating with teammates and other departments to ensure accurate rating of risks. By joining this team, you will become part of a rapidly growing company that offers extensive training and frontline knowledge of the overall insurance industry.

Need more details? Keep reading
- Write new business policies through inbound calls received or web leads assigned.
- Quote and write new business policies through outbound call initiatives.
- Achieve and exceed set Service Level Agreements and monthly sales targets.
- Follow up on sales leads and inquiries in a timely and professional manner.
- Provide exceptional customer service and professional advice.
- Complete all applicable documentation necessary in the issuance of new business policies or as required within the role to secure new business.
- Keep up to date on brokerage and insurance company guidelines and workflow processes.
- Actively participate in training initiatives and professional development as required

So are YOU our next Web Sales Broker? You are if you have
- Currently holding RIBO license or obtain RIBO license within 3 months of start date, mandatory
- 1-2+ years of sales insurance experience in personal or commercial lines preferred.
- Proven customer service and sales track record.
- Call Centre experience is an asset.
- Previous Experience in Broker Management Systems, Power Broker, Compu-Quote, CRMs and other insurance technologies is an asset
- Proficiency with Google Suite products.
- Flexibility to work evenings and Saturdays

Work Conditions
- Hybrid work environment with the option to work from the office and/or home.
- Moderate job stress related to meeting tight deadlines, multi-tasking multiple priorities and requests
- Sitting for extended periods of time.
- Dexterity of hands and fingers to operate a computer keyboard and mouse.

LI-MB1 #LI-Remote
Sounds like you? Click below to apply

At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

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