Licensed Sales Advisor – Education Savings Specialist

This is a fully remote position, open to applicants in Canada.

📋 Description

• Generate new business on a daily basis through high-volume outbound calls, inbound follow-ups, and digital outreach.

• Convert leads into clients by utilizing consultative selling techniques and value-driven discussions.

• Manage the sales pipeline from prospecting to follow-up and closing with the help of Salesforce.

• Create a sense of urgency and establish credibility through strategic messaging and effective objection handling.

• Become a subject matter expert on Embark’s digital tools and assist prospects in navigating offerings.

• Engage with leads through phone calls, video conferencing, and email communications.

• Collaborate with marketing and internal teams to enhance conversion rates and refine the sales process.

• Adhere to Embark’s structured sales process and ensure a positive client experience during onboarding.

• Meet and exceed monthly and quarterly sales objectives.

• Execute targeted outbound campaigns and follow up on inbound leads generated from the website, marketing efforts, and referral partners.

• Maintain accurate records in Salesforce, ensuring timely follow-ups and reporting.

• Keep abreast of market trends and product knowledge to offer customized solutions.

• Participate in training, coaching, and performance evaluation sessions.

• Ensure that client interactions adhere to regulatory standards and Embark’s Code of Conduct.

• Contribute to operational improvements and process enhancements.

• Share insights, support colleagues, and foster a culture of performance and inclusion.

• Report directly to the Director of Sales.

⛳️ Requirements

• Proven track record in inside sales, consistently achieving or surpassing sales targets.

• Strong experience in cold calling and outbound sales; adept at managing objections and closing deals.

• Excellent verbal and written communication skills; articulate, persuasive, and customer-centric.

• Proficient in CRM systems (Salesforce preferred) and digital tools for virtual selling.

• Strong organizational and time management abilities, thriving in a fast-paced sales environment.

• Familiarity with or a willingness to learn about financial products and services.

• A growth mindset, adaptable to change, receptive to feedback, and comfortable with shifting priorities.

• Ability to work independently while contributing to a high-performing team culture.

• Strong problem-solving skills and a proactive approach to overcoming challenges.

• Licensed by your provincial authority and recognized by the RESP Dealers Association of Canada (preferred asset).

• Bilingualism (French, Mandarin, or Cantonese) is a significant asset.

🏝️ Benefits

• Comprehensive training and development opportunities.

• Competitive salary and commission structure.

• Supportive and inclusive company culture.

• Opportunities for career advancement.

• Flexible working arrangements.