Licensed Sales Advisor – Education Savings Specialist

🕒 August 4

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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 through high-volume outbound calls, inbound follow-ups, and digital outreach • Convert leads into clients using consultative selling and value-driven conversations • Manage the full sales pipeline from prospecting through follow-up and closing in 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 by phone, video conferencing, and email • Collaborate with marketing and internal teams to improve conversion rates and the sales process • Deliver a strong client experience from first contact through onboarding • Achieve and exceed monthly and quarterly sales targets • Conduct targeted outbound calling campaigns and follow up on inbound leads • Maintain accurate Salesforce pipeline records and reporting • Stay current on market trends and product knowledge to provide 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, including objection handling and closing • Excellent verbal and written communication skills • Proficiency with CRM systems; Salesforce preferred • Proficiency with digital tools for virtual selling • Strong time management and organizational skills • Familiarity with, or eagerness to learn about, financial products and services • Growth mindset and comfort with change, feedback, and evolving priorities • Ability to work independently while contributing to a high-performing team • Strong problem-solving skills and proactive approach to challenges • Provincial licensing recognized by the RESP Dealers Association of Canada is a preferred asset, not a stated requirement • Bilingualism in French, Mandarin, or Cantonese is a strong asset, not a requirement • Vacancy must be based in British Columbia or Alberta