Inside Sales Representative
Knowledge First Financial Inc.
8d ago

Position Responsibilities :

Direct to consumer (B2C) sales environment

Accountability for results to achieve and surpass sales targets

High volume of sales calls utilizing self and head office generated leads

Daily prospecting to generate new leads

Conduct appointment with prospective customers via remote or web based formats

Educate and advise prospective customers on values of RESP’s as well as planned savings for Canadian Families

Process applications for new customers

Continued follow up with customers, on a continuous basis

Identify opportunities within existing customer base and grow portfolio

Update and maintain CRM database

Weekly reporting base on metrics

Sending communications electronically to prospective customers

Position Requirements :

Minimum of 1-3 years of high volume sales experience is required

Post-secondary education is a requirement : bachelor, diploma or certificate

Experience in a B2C environment is an asset

Experience in service based sales or in the financial industry is considered an asset

Ability to work in a fast-paced self-driven environment

Able to build rapport quickly and effectively either over the phone or in a virtual environment

Strong communication skills verbal and written

Comfortable presenting to multiple stake holders in virtual format

Bilingual speaking is an asset but not a requirement

Experience with CRM’s is considered and asset

Must be proficient in Microsoft Office Suite Products, Skype, Facetime, Google Hangouts

Ability to work in shifts and on week-ends

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