持牌销售顾问（教育储蓄专家）- 不列颠哥伦比亚省
Licensed Sales Advisor (Education Savings Specialist) - British Columbia
你是否天生就是猎手——充满动力，不怕打电话，追求胜利？我们正在寻找一位以客户为中心的销售专业人士，有超额完成目标并建立牢固关系的出色业绩。在这个内部销售职位中，你将专注于新业务开发、管理整个销售周期，并提供出色的入职体验。你是一位自信的沟通者，在快节奏、数据驱动的环境中表现出色，并被无限潜力所激励。最重要的是，你与我们的宗旨一致：通过帮助更多学生成功进入并完成高等教育来改变他们的生活。我们目前在不列颠哥伦比亚省有两个空缺职位需要填补。
需要面对的挑战
- 通过高频率的外拨电话、来电跟进和数字推广每天创造新业务。
- 使用咨询式销售策略将潜在客户转化为实际客户，通过价值驱动的对话促成交易。
- 使用Salesforce从初步接触到最后成交全程管理你的销售管道，跟踪进度并保持条理清晰。
- 通过战略性信息传递和异议处理建立紧迫感和可信度。
- 成为Embark数字工具的专家，并自信地引导潜在客户了解我们的产品。
- 通过电话、视频会议和电子邮件等多种渠道与潜在客户互动。
- 与市场部和内部团队合作，最大化转化率并持续改进销售流程。
- 遵循Embark的结构化销售流程，从初次接触至入职，提供卓越的客户体验。
主要职责
- 通过开发和成交新的客户机会，实现并超越每月和每季度的销售目标。
- 开展有针对性的外拨电话活动，并跟进来自Embark网站、市场活动和推荐合作伙伴的来电线索。
- 在Salesforce中管理线索流动和销售管道，确保及时、一致的跟进和准确的报告。
- 了解市场趋势和产品知识，为潜在客户提供定制化的解决方案。
- 积极参与培训、辅导和绩效评估，提高销售效率。
- 确保所有客户互动符合监管标准和Embark的行为准则。
- 支持运营改进和流程优化，以提升客户体验的流畅性。
- 积极贡献，推动团队正向发展。
查看英文原文
Are you a natural hunter—energized by targets, unafraid of cold calls, and driven to win? We’re looking for a client-centric sales professional with a proven track record of exceeding targets and building strong relationships. In this Inside Sales role, you’ll focus on new business development, managing the full sales cycle, and delivering exceptional onboarding experiences. You’re a confident communicator who thrives in a fast-paced, metrics-driven environment and is motivated by uncapped potential. Most importantly, you're aligned with our purpose: to change lives by propelling more students to—and through—post-secondary education successfully. We currently have two existing vacancy we are looking to fill in British Columbia.
Challenges To Be Met
- 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.
Who We Are Looking For
We value each employee for their unique perspectives and experiences. If you are someone who has qualifications similar to what we are looking for and is aligned with the culture and values at Embark, please consider applying!We’re seeking high-energy, results-oriented sales professionals with a hunter’s mindset. You’ll succeed here if you’re resilient, proactive, and passionate about closing deals and driving growth.
Your Background Likely Includes:
- 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
Originally posted on Himalayas