Licensed Sales Advisor – Education Savings Specialist

🕒 July 10

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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, delivering value-driven conversations that result in closed deals. • Own your pipeline from prospecting to follow-up to close using Salesforce to track progress and stay organized. • Build urgency and credibility through strategic messaging and objection handling. • Become a subject matter expert on Embark’s digital tools and confidently guide prospects through our offerings. • Engage with leads across multiple channels, including phone, video conferencing, and email. • Collaborate with marketing and internal teams to maximize conversion rates and continuously improve the sales process. • Follow Embark’s structured sales process and deliver a standout client experience from first contact to onboarding. • **Primary Responsibilities** • Achieve and exceed monthly and quarterly sales targets by developing and closing new client opportunities. • Conduct targeted outbound calling campaigns and follow up on inbound leads from Embark’s website, marketing initiatives, and referral partners. • Manage lead flow and pipeline in Salesforce, ensuring consistent, timely follow-ups and accurate reporting. • Stay current on market trends and product knowledge to deliver tailored, relevant solutions to prospects. • Actively participate in training, coaching, and performance reviews to improve sales effectiveness. • Ensure all client interactions comply with regulatory standards and Embark’s Code of Conduct. • Support operational improvements and process enhancements that contribute to a more seamless client experience. • Contribute positively to the team by sharing insights, supporting colleagues, and embracing a culture of performance and inclusion.

🎯 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. • A 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. • **Preferred Assets:** • Licensed by your provincial authority and recognized by the RESP Dealers Association of Canada • Bilingualism (French, Mandarin, or Cantonese) is a strong asset