Here is what a typical day looks like
- Utilize internal database to pipeline leads and drive new business
- Contact approximately 100 leads per day for sales qualifying calls before passing qualifed leads on to the next stage of the sales process
- Collect client information to ensure their eligibility for various programs and document carefully to ensure a smooth transition to the Sales Representatives
- Contribute to overall strategy by providing status updates to leadership regarding wins / challenges and opportunities for growth
The value you bring
- Strong customer service experience, preferably over the phone
- You demonstrate exemplary communication skills by easily breaking the ice with new clients and effectively gathering and sharing information
- Excellent note taking and clear documentation
- Sales experience is an asset
Hours : Full Time, Permanent 37.5 hours / week
Location : Kitchener, ON
Salary Range : $40,000 + quarterly bonus
Requisition # : 80796
What if I don’t meet every requirement?
If you’re excited about the role but your experience doesn’t check every box we still encourage you to apply. You may be the right person for this role or we might have another that suits you even better!
At Western, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we work and live in If you have questions or require accommodation, please reach out to us.
Health and Wellness
We take pride in providing programs that add value to our people’s lives after all, they are our greatest asset. Eligible employees receive a competitive compensation package consisting of 3 weeks’ vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.
For over 20 years, supporting our local communities has been a part of everything we do it’s engrained in our culture though the Western Financial Group Communities Foundation.
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