Licensed Sales Advisor – Education Savings Specialist

🔥 0 minutes ago

🇨🇦 Canada – Remote

💵 CA$60k - CA$90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Embark Student Corp.

WebsiteLinkedInAll Job Openings

51 - 200 employees

📚 Education

💸 Finance

👥 B2C

Education • Finance • B2C

Embark Student Corp. is a company dedicated to helping families plan and save for their children's post-secondary education. It offers a range of Registered Education Savings Plan (RESP) products and tools, including the Embark Student Plan, which provides tools to track, manage, and grow educational savings. The company also offers additional resources such as a career and school matcher, RESP calculator, and education planning insights to facilitate the educational journey of students. Embark aims to make the path to higher education easier with a variety of financial literacy resources and digital tools. Their offerings include special promotions, such as sign-up bonuses and referral incentives, to encourage education savings.

📋 Description

• Generate new business daily through high-volume outbound calls, inbound follow-ups, and digital outreach • Convert leads into clients using consultative selling strategies and close deals • Own the full sales pipeline from prospecting through follow-up and close using Salesforce • Build urgency and credibility through strategic messaging and objection handling • Become a subject matter expert on Embark’s digital tools and guide prospects through offerings • Engage leads via phone, video conferencing, and email • Collaborate with marketing and internal teams to maximize conversion rates and improve the sales process • Follow Embark’s structured sales process and deliver a strong client experience from first contact through onboarding • Achieve and exceed monthly and quarterly sales targets • Conduct targeted outbound campaigns and follow up on inbound leads from the website, marketing initiatives, and referral partners • Maintain accurate Salesforce pipeline records and reporting • Stay current on market trends and product knowledge to deliver tailored solutions • Participate in training, coaching, and performance reviews • Ensure client interactions comply with regulatory standards and Embark’s Code of Conduct • Support operational improvements and process enhancements • Share insights, support colleagues, and contribute to a culture of performance and inclusion • Report to the Director, Sales

🎯 Requirements

• Proven inside sales success, consistently meeting or exceeding sales targets • Strong cold calling and outbound sales experience; comfortable handling objections and closing • Excellent verbal and written communication skills; clear, persuasive, and customer-focused • Proficiency with CRM systems (Salesforce preferred) and digital tools for virtual selling • Strong time management and organizational skills; able to thrive in a fast sales cycle • Familiarity with or eagerness to learn about financial products and services • Growth mindset; comfortable with change, feedback, and evolving priorities • Ability to work independently while contributing to a high-performing team culture • Strong problem-solving skills and a proactive approach to 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 strong asset