Director of Sales acquiring and expanding mid - market customers for Fulfillment IQ’s supply - chain technology and consulting services. Owning the full sales cycle across consulting, transformation, and implementation.
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Licensed Sales Advisor – Education Savings Specialist
Posted last month
About the role
- Inside Sales Advisor driving outbound client acquisition for Embark’s education savings products. Managing the full sales cycle, Salesforce pipeline, and client onboarding remotely across Canada.
Responsibilities
- Generate new business daily through high-volume outbound calls, inbound follow-ups, and digital outreach
- Convert leads into clients using consultative selling strategies and value-driven conversations
- Own the sales pipeline from prospecting through follow-up and closing 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 through 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 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, timely follow-ups, 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; 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 asset)
- Bilingualism (French, Mandarin, or Cantonese) is a strong asset
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