Licensed Sales Advisor – Education Savings Specialist

Role Overview

• 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.

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