Licensed Advisor (Education Savings Specialist) - Remote

Overview

We are looking for a client centric sales professional with a proven track record of exceeding sales targets. You will be dedicated to business development activities that build our Assets under Management, establishing new quality customer relationships and providing positive onboarding experiences.

In Short

• Grow existing client balances to maximize the client’s opportunity to collect grants.
• Secure new sales utilizing both nurtured and unnurtured leads.
• Act as a subject matter expert for Embark’s digital assets.
• Convert leads to sales and achieve key performance metrics.
• Engage with clients using various mediums.

Requirements

• Proven inside sales experience with a track record of over-achieving targets.
• Strong phone presence and experience with inbound and outbound calling.
• Proficient with corporate productivity and web presentation tools.
• Excellent verbal/written communications skills.
• Ability to multi-task, prioritize, and manage time effectively.

Benefits

• Contribute to a fair and positive working environment.
• Participate in team meetings and employee surveys.
• Opportunities for personal and professional development.