Licensed Sales Advisor – Education Savings Specialist

📋 Description

• Drive new business daily through high-volume outbound calls, inbound follow-ups, and digital outreach efforts.

• Transform leads into clients by utilizing consultative selling techniques, engaging in value-driven discussions that lead to successful deals.

• Manage your pipeline from prospecting through follow-up to closure, employing Salesforce to monitor progress and maintain organization.

• Create a sense of urgency and build credibility through targeted messaging and effective objection handling.

• Become an expert on Embark’s digital solutions and confidently guide prospects through our service offerings.

• Interact with leads across various channels, including phone, video conferencing, and email.

• Work in collaboration with marketing and internal teams to enhance conversion rates and consistently refine the sales process.

• Adhere to Embark’s structured sales methodology, delivering an exceptional client experience from initial contact to onboarding.

⛳️ Requirements

• Demonstrated success in inside sales, regularly achieving or surpassing sales objectives.

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

• Outstanding verbal and written communication skills that are clear, persuasive, and customer-oriented.

• Familiarity with CRM systems (Salesforce preferred) and digital tools for virtual selling.

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

• Understanding of or enthusiasm for learning about financial products and services.

• A growth-oriented mindset, comfortable with change, feedback, and shifting priorities.

• Capability to work autonomously while contributing to a high-performing team culture.

• Excellent problem-solving skills and a proactive approach to addressing challenges.

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

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

🏝️ Benefits

• Competitive salary and commission structure.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• A supportive and dynamic work environment.

• Flexible working arrangements to promote work-life balance.