Conduct high-volume lead outreach through outbound calling and email campaigns to prospective business owners in the GTA and across Canada. (80% warm) Qualify leads by understanding the clients' specific needs, providing initial context of the services, and determining readiness to sell or buy a business. Articulate the value proposition of using the various services and components provided by the client. Successfully book qualified, first-time consultations for the Broker team utilizing Calendly. Maintain accurate records of all client interactions in the CRM system, Pipedrive. Collaborate closely with the marketing and brokerage teams to optimize lead generation strategies. Meet and exceed monthly targets for calls, qualified leads, and booked appointments. Maintain strict schedule adherence.
- 2+ years of experience in a similar, scheduler, or call centre role, preferably in a B2B environment, is a strong asset.
- Experience in entrepreneurship or in a call working with C-Suite or owners is a strong asset.
- Completion of relevant College diploma or University degree is an asset.
- Proven track record of meeting or exceeding activity quotas and sales deliverables is key.
- Strong English communication and active listening skills with the ability to articulate complex concepts over the phone clearly is a must.
- Proficiency with CRM software (e.g., Pipedrive) is an asset, but training will be provided.
- Business background preferred (e.g. sales, accounting, general business knowledge)
- Self-motivated and diligent - able to make repeated calls and treat leads as individual projects.
- Comfortable working fully in-office with set expectations/targets.
- Strong note-taking and organizational skills to relay context effectively.
Competitive base salary for a similar role. Performance-based incentives based on booked appointments and successful deals. Opportunities for professional development and career advancement into a Broker role. A supportive, professional, and high-energy work environment in the Mississauga office. No benefits are provided in this role at this time.
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