Outbound Customer Service Agent

Desjardins; Ottawa; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading financial services company in Canada is seeking a member/client service agent in Ottawa. This position involves developing client relationships, providing tailored solutions, and ensuring satisfaction through effective communication. Applicants are required to have a trade school diploma and relevant experience, with knowledge of French preferred for Ontario positions.

Qualifications

• Minimum of two years of relevant experience.
• Knowledge of French required for positions in Ontario.
• Other combinations of qualifications may be considered.

Responsibilities

• Assist members/clients and propose personalized solutions.
• Conduct sales activities including cold calling.
• Ensure member and client satisfaction.

Skills

Customer Focus

Communication

Interpersonal Savvy

Situational Adaptability

Nimble Learning

Education

Trade school diploma in a related field

Job description

Unposting Date: 2021-11-15

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level

As a member/client service agent – sales, you help solicit and develop and maintain business relationships with members and clients. You provide customer service and help sell products and services through multiple distribution channels based on member/client needs.

You assist members and clients and help maintain business relationships. You carry out sales, sales support and client relations activities for specific products and services or in response to information requests in accordance with current practices, tailoring your approach as needed. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization's standards and procedures.

In this role you will help solicitate and build relationships with potential members are clients. Tasks include cold calling potential clients, reaching out to clients who have completed an online quote with us to schedule a meeting with an Advisor , and raising awareness regarding ongoing campaigns and promotions.

Main Responsibilities

• Assist members and clients, listen to their needs and propose personalized solutions
• Help members/clients choose and get the most of their tools and channels based on how much independence and automation they want
• Ensure member and client satisfaction
• Make phone calls and handle information requests. Conduct research as needed and suggest personalized solutions
• Seize business opportunities and help increase sales through solicitation.

Qualifications

• Trade school diploma in a related field
• A minimum of two years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• For vacant positions available in Ontario, please note that knowledge of French is required
• Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

• Communicates effectively, Interpersonal Savvy, Situational adaptability

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