Sales Onboarding Specialist

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.

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
- Monthly incentives for top performers
- Hybrid work arrangements
- Career growth and development opportunities
- Quarterly recognition program
- Opportunities to participate and 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?

**In this role, responsibilities include but are not limited to**:

- Helping Canadians become much more financially successful and secure
- Interacting and building relationships with customers through primary and secondary channels
- Secondary channels include outbound calls via an automated outbound dialer or from organic inbound follow-ups
- Handling a high volume of inbound sales interactions per day (40+) with the goal of assisting a prospective customer in opening their account from start to finish
- Working in a hybrid role environment and supporting multiple inbound channels as the business demands
- Consistently providing an exemplary customer experience by demonstrating our “We Care” values during each customer interaction
- Educating customers on Questrade’s trading platforms, products and services
- Ensuring a smooth onboarding journey from start to finish
- Receiving weekly / monthly coaching, mentoring, and training from sales team members
- Participating and engaging in strategic sales initiatives, both for the department and for your respective team

**What you'll bring to the table**:

- Selflessness: being customer centric and striving to make a meaningful difference during every interaction
- Accountability: wanting to work with the best & challenging yourself to perform at your best every day
- Drive & Ownership: taking pride in surpassing your personal targets and contributing to the department exceeding its sales targets, and being rewarded for doing so
- Agility & Flexibility: working on multiple inbound channels, tailoring your sales approach to each, and working late shifts up to 3 - 4 times a week
- Creativity: thinking outside the box to resolve challenging customer inquiries and, from time-to-time, customer escalations
- Passion & Ambition: dedicating yourself to continuous learning and outstanding performance with a long term goal of growing your career with the Sales Team.

So are YOU our next Sales Onboarding Specialist? You are if you
- Have 1+ years’ of experience in sales in a customer-centric environment
- Are an effective communicator and a quick learner
- Are available to work rotating 8-hour shifts, including evenings

Additional kudos if you
- Are knowledgeable and passionate about financial markets and investment products
- Have contact center experience, ideally in financial services

Sounds like you? Click below to apply
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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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