Advisor onboarding associate coordinating advisor transitions, documentation, and system setup at Manulife, an international financial services provider. Supporting compliance, operations, and advisor experience improvements.
About the role
- Client Advisor converting SMB inbound leads into Toptal sales for Toptal’s global talent network. Managing consultative discovery, specialist coordination, and opportunities through close.
Responsibilities
- Convert inbound interest from small- and medium-sized businesses into Toptal clients
- Respond to immediate-assistance requests within five minutes
- Understand client business problems and connect necessary Toptal specialists
- Establish trust, diagnose needs, explain Toptal’s value proposition, address concerns, and convert opportunities to sales
- Manage deal cycles from discovery through close
- Maintain accurate CRM pipeline and forecast data
- Represent clients through technical stages and keep them engaged between conversations
- Manage next steps, timing, and blockers while responding to new inbound requests
- Identify broader client needs across global hiring, EOR, payroll, marketing, sales, financial, and technology challenges
- Research clients and stay current on industry trends and competitive landscape
- Collaborate with matching, delivery, HireGlobal, and service-offering experts using Zoom and Slack
- Review calls, seek feedback, and contribute learnings to the team
- Progress through onboarding, sales training, mock calls, role-play, specialist briefings, lead management, pipeline forecasting, process improvement, and mentoring new team members
Requirements
- 2–3 years of B2B sales experience
- Demonstrated experience converting inbound opportunities into paying customers at scale, owning the sale from first call to close
- Experience coordinating parallel sales opportunities and maintaining sales momentum while other teams complete necessary work
- Outstanding written and verbal communication skills
- Full availability during working hours to take client calls
- Ability to work and thrive in a fast-paced, rapidly growing company while managing a high volume of clients and competing deadlines
- Exceptional time management
- Resumes and communication must be submitted in English
- No visa sponsorship or assistance is offered
Benefits
- Base salary plus uncapped commission
- Fully remote work
- Personalized sales training program
- 1-1 sales training
- Mock calls and role-play scenarios
- Vertical-specific training
- Feedback and call-review opportunities
- Global team environment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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