Licensed Sales Advisor – Education Savings Specialist

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

📋 Description

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

• Employ consultative selling techniques to convert leads into clients, facilitating value-driven discussions that lead to successful closures.

• Manage your pipeline from prospecting through follow-up to closing, utilizing Salesforce for tracking progress and organization.

• Foster urgency and credibility through strategic messaging and effective objection handling.

• Become a subject matter expert on Embark’s digital tools and adeptly guide prospects through our offerings.

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

• Work collaboratively with marketing and internal teams to enhance conversion rates and refine the sales process continuously.

• Adhere to Embark’s structured sales process, ensuring a remarkable client experience from initial contact to onboarding.

• **Primary Responsibilities**

• Meet and surpass monthly and quarterly sales goals by identifying and closing new client opportunities.

• Execute targeted outbound calling campaigns and follow up on inbound leads originating from Embark’s website, marketing efforts, and referral partners.

• Oversee lead flow and pipeline management in Salesforce, ensuring timely follow-ups and accurate reporting.

• Stay updated on market trends and product knowledge to provide tailored and relevant solutions to prospects.

• Actively engage in training, coaching, and performance evaluations to enhance sales effectiveness.

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

• Contribute to operational improvements and process enhancements that lead to a smoother client experience.

• Positively impact the team by sharing insights, supporting colleagues, and fostering a culture of performance and inclusion.

⛳️ Requirements

• Demonstrated success in inside sales, consistently achieving or surpassing sales targets.

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

• Exceptional verbal and written communication skills that are clear, persuasive, and customer-focused.

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

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

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

• Possess a growth mindset, comfortable with change, feedback, and shifting priorities.

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

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

• **Preferred Assets:**

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

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

🏝️ Benefits

• Comprehensive training and development opportunities.

• Competitive salary and performance-based incentives.

• Flexible work environment with opportunities for remote work.

• Supportive team culture focused on collaboration and inclusion.

• Health and wellness benefits to support your well-being.