Job Title: Sales Support Representative
Reports To: Sales Team Leader
About us
SimplInsur is an insurance provider owned and operated by the M3 Financial Group (Canada's leading mortgage originator) and is dedicated to making brokers more competitive through innovative tools and technologies.
About the role
The Sales Support Representative is responsible for engaging prospective clients through our omnichannel marketing channels, including phone calls, text messages, and email, to generate interest in obtaining a home insurance quote from our sales team.
This role focuses on lead management, prospect engagement, appointment scheduling, and facilitating live transfers to licensed sales representatives. The successful candidate will help maximize sales opportunities by ensuring prospective clients are contacted promptly, leads are prioritized effectively, and interested clients are connected with the sales team as efficiently as possible.
Key Responsibilities
- Omnichannel Prospect Engagement: Contact prospective clients through phone, text, and email to introduce our home insurance quoting services and generate interest in obtaining a quote.
- Lead Management: Manage and prioritize opt-in leads based on engagement, responsiveness, and potential sales opportunities, ensuring timely and consistent follow-up.
- Live Call Transfers: Strive to transfer interested prospects directly to a member of the sales team once they have agreed to proceed with a home insurance quote.
- Appointment Scheduling: Schedule quote call appointments for the sales team when a live transfer is not possible or an appointment is preferred by the prospective client.
- Inbound Sales Inbox Management: Monitor and manage the inbound sales email inbox, respond to inquiries, and ensure prospective clients receive timely follow-up.
- Sales Team Coordination: Work closely with sales representatives to facilitate smooth lead handoffs, communicate prospect details, and support an efficient quoting process.
- Performance Targets: Consistently work toward and achieve established monthly live call transfer targets and other assigned sales support performance metrics.
- Lead Tracking and Follow-Up: Maintain accurate records of prospect interactions, lead status, scheduled appointments, and transfer outcomes within the applicable systems.
- Customer Experience: Deliver a professional, friendly, and responsive experience that builds trust with prospective clients and encourages them to move forward with a home insurance quote.
Qualifications and Skills
- Strong verbal and written communication skills.
- Comfortable making outbound calls and engaging prospective clients through multiple communication channels.
- Strong organizational skills and the ability to prioritize leads in a fast-paced environment.
- Professional telephone manner and a customer-focused approach.
- Ability to manage multiple tasks while maintaining accurate records.
- Results-oriented mindset with the motivation to meet monthly performance targets.
- Experience with customer relationship management (CRM) systems, lead management, or sales support is an asset.
- Previous experience in insurance, sales, or a call centre environment is preferred.
What Success Looks Like
Success in this role means consistently engaging prospective clients, converting interest into confirmed quote opportunities, and maximizing the number of prospects transferred live to the sales team. The ultimate objective is to help the sales team connect with more qualified prospects, improve lead conversion opportunities, and support overall home insurance sales growth.
What we offer
Growth and culture
- A constantly growing company offering real development opportunities.
- A collaborative, innovative and inclusive culture where communication is open, ideas are valued and successes are celebrated as a team.
- Real opportunities for internal mobility across assignments and departments.
Flexibility and balance
- A hybrid work model that supports work-life balance.
- A 37.5-hour work week.
Work environment
- Modern offices in Toronto, with ergonomic workspaces designed for your comfort.
- Regularly organized social activities and team events.
Benefits and financial rewards
- A comprehensive benefits program to support your health and well-being.
- An Employee Assistance Program (EAP), including confidential psychological support.
- Competitive compensation reviewed annually.
We are M3 Group, an equal opportunity employer committed to diversity and inclusion. We do not discriminate based on any legally protected status or characteristic, including minority status, sex, sexual orientation, gender identity or disability, and we are pleased to consider all qualified individuals.
