Bilingual (English/Mandarin) Sales Onboarding Specialist (Hybrid)

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

• Additional 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 Bilingual (English/Mandarin) Sales Onboarding Specialist. Could It Be You?

The Bilingual 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 Bilingual Sales Onboarding Specialist is to create and foster a positive sales relationship with Questrade clients.

What’s it like working as a Bilingual (English/Mandarin) 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

  • Primary channels include inbound calls, live chat & SMS, email, in-person walk-ins, and occasionally virtual meetings

  • 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 Bilingual (English/Mandarin) Sales Onboarding Specialist? You are if you…

• Have 1+ years’ of experience in sales in a customer-centric environment

• Are fully Bilingual in English and Mandarin, both verbal and written 

• Are an effective communicator and a quick learner 

• Are available to work rotating 8-hour shifts, including evenings and weekends

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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