Licensed Sales Advisor (Education Savings Specialist) - Remote

Overview

We are seeking a client-centric sales professional to join our Education Savings Center as a Licensed Sales Advisor. This role focuses on new business development and delivering exceptional onboarding experiences.

In Short

• Generate new business through outbound calls and digital outreach.
• Convert leads into clients using consultative selling strategies.
• Own your sales pipeline using Salesforce.
• Engage with leads through multiple communication channels.
• Collaborate with marketing to maximize conversion rates.
• Achieve and exceed sales targets.
• Conduct targeted outbound calling campaigns.
• Stay current on market trends and product knowledge.
• Participate in training and performance reviews.
• Ensure compliance with regulatory standards.

Requirements

• Proven inside sales success.
• Strong cold calling and outbound sales experience.
• Excellent verbal and written communication skills.
• Proficiency with CRM systems, preferably Salesforce.
• Strong time management and organizational skills.
• Familiarity with financial products and services.
• Ability to work independently and as part of a team.
• Strong problem-solving skills.
• Growth mindset and adaptability.

Benefits

• Competitive salary range.
• Remote work flexibility.
• Opportunities for professional development.
• Supportive team culture.
• Performance-based incentives.