Licensed Sales Advisor – Education Savings Specialist

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

📋 Description

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

• Utilize consultative selling techniques to convert leads into clients and successfully close deals.

• Manage the entire sales pipeline from prospecting to follow-up and closure using Salesforce.

• Create 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 our offerings.

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

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

• Adhere to Embark’s structured sales process while delivering a remarkable client experience from the initial contact through onboarding.

• Achieve and surpass monthly and quarterly sales goals.

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

• Maintain precise records and reporting of the Salesforce pipeline.

• Keep abreast of market trends and product knowledge to provide tailored solutions.

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

• Ensure that client interactions comply with regulatory standards and Embark’s Code of Conduct.

• Support operational enhancements and process improvements.

• Share insights, assist colleagues, and contribute to a culture of high performance and inclusivity.

• Report directly to the Director of Sales.

⛳️ Requirements

• Demonstrated success in inside sales, consistently meeting or exceeding sales objectives.

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

• Exceptional verbal and written communication abilities; clear, persuasive, and focused on customer needs.

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

• Excellent time management and organizational skills; capable of thriving in a fast-paced sales environment.

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

• Possess a growth mindset; adaptable to change, receptive to feedback, and able to navigate evolving priorities.

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

• Strong 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 asset).

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

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• Positive and inclusive work environment.