Sales Development Representative

Nesto Group

Montreal (administrative region)

On-site

CAD 45,000 - 65,000

Full time

14 days+

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Benefits offered by this job

Mortgage program
4 weeks vacation
Premium benefits plan
Wellness budget

Job summary

nesto is recruiting a Sales Development Representative (SDR) in Canada. You will engage with bilingual English/French prospects about our mortgage solutions and guide them through an initial inquiry, qualifying leads for the next step with a nesto advisor.

The role is hybrid, with home and office work in Montreal. We value strong communication, willingness to learn, and prior customer service or sales experience. Apply to join our diverse, high-energy team.

Qualifications

  • Must be fluent in English and French.
  • Completed high school diploma or equivalent experience.
  • Experience in customer service, sales, call center, or telemarketing is preferred.

Responsibilities

  • Make bilingual inbound and outbound calls to warm leads.
  • Provide exceptional customer experience with clear explanations of mortgage offerings.
  • Qualify leads and gather information for transfer to a mortgage advisor.
  • Update CRM with accurate customer information and progress.
  • Ensure smooth handoff to an advisor for further consultation.

Skills

Bilingual English/French
Customer service
Sales experience

Education

High school diploma

Tools

Salesforce
HubSpot

Job description

Our mission is to provide a positive, empowering, and transparent property financing experience that is simple from start to finish. Our team consists of skilled technology experts, caring mortgage specialists, and a diverse marketing team, all working together to lead change in the mortgage industry.

At nesto, we're proud of

Our clients love our positive, empowering, and transparent mortgage financing experience. Our 4.4-star Google reviews talk by themselves!We won the 2023 CLA Lender of the Year award, recognizing our excellence in lending services. We are now a B Corp certified organization, highlighting our dedication to making a positive impact on our society and our planet.Our highly skilled, diverse, and collaborative team, makes everything possible!Our Mortgage Cloud platform that gives financial institutions full access to nesto’s proprietary technology, powering a better client experience, from start to finish.

About the role

As a Sales Development Representative (SDR) at nesto, your primary responsibility will be to engage with potential customers via inbound and outbound phone calls about nesto's innovative approach to home loans and mortgage solutions. You will work with a high volume of leads, primarily using bilingual (English/French) communication, to ensure that every customer receives a positive and informative first impression.

In this customer-facing hybrid role, you will be the first point of contact for prospective clients before qualifying them and transitioning them to a nesto mortgage advisor.

Main responsibilities
  • Make bilingual (French/English) inbound and outbound calls to warm leads generated by nesto.
  • Provide an exceptional customer experience by addressing questions, offering guidance, and delivering clear explanations about nesto's mortgage offerings.
  • Collect and review the customer information required for the transfer to a nesto advisor.
  • Qualify leads by assessing their eligibility and readiness for mortgage solutions, based on gathered information.
  • Ensure a smooth handoff of the customer to a nesto advisor for further consultation and processing.
  • Update CRM systems with accurate customer information, notes, and progress.
Must-haves
  • Fluent in English and French.
  • A completed high school diploma or equivalent experience.
  • Available to work full-time, including some evenings (until 8 pm EST).
  • Strong communication skills, with the ability to adapt tone and style to different audiences.
  • Previous experience in a customer service, sales, call center, or telemarketing role is preferred.
  • Comfortable using CRM software (e.g., Salesforce, HubSpot) and other digital tools to manage leads and track performance.
  • Willingness to learn new technologies and systems.
  • Strong time management skills with the ability to prioritize tasks and work in a fast-paced environment.
What sets you apart from the crowd
  • Motivated and driven by having an impact individually and as part of a team.
  • You have a positive and energetic approach to work.
  • You have a growth-oriented mindset and are passionate about winning.
What we offer
  • Take advantage of nesto's employee mortgage program that provides our employees with the best, exclusive, preferred low rates.
  • Benefit from a generous time-off policy including 4 weeks vacation per year.
  • Enjoy a premium benefits plan fully paid by nesto, including a top-class insurance plan and unlimited access to Dialogue, our telemedicine service, for you and your family.
  • Access to an annual health and wellness budget.
  • Get 24/7 confidential access to our Employee Assistance Program through Lifeworks, which offers a wide range of professional services, including counseling and mental health support, among other aspects of well-being.
  • Seize the possibility to work hybrid from home and also from our beautiful office in downtown Montreal (Peel Station). Our spaces are dog friendly!
Diversity & Inclusion

At nesto, we believe that creativity and collaboration are the result of a diverse team. We are committed to fostering a culture of diversity, equity, inclusion, and belonging, and we strongly encourage women, people of color, LGBTQIA+ individuals, and individuals with disabilities to apply. We are committed to creating a workplace that is inclusive and welcoming to all.

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