Inside SalesEducation Savings Specialist – RESPsMutual Funds

As a Licensed Advisor (Education Savings Specialist) you will focus on selling RESPs to parents looking for educational savings solutions for their children across Canada. The role is primarily outbound calling from warm and cold lists supplied. Reporting to the Team Manager this remote position offers a base salary ranging from $60000 to $65000 plus commissions with a lot of other perks!

COMPENSATION & BENEFITS:

• Base salary: $60000 - $65000 plus bonus
• First Year OTE: $75000 - $82000
• RSP Matching
• Laptop
• Health Benefits
• Furthering Education Reimbursement

The COMPANY & CULTURE:

Our client was founded 55 years ago and is currently in a growth life stage of 5%-30% year over year. It is a for-profit corporation owned by a not-for-profit foundation. They are Canadas largest RESP company with 1.2 million champions and beneficiaries. $7.0B with assets under management helping 60000 students through post-secondary education every year. With approximately 250 employees. They are headquartered in Mississauga Ontario. Their primary clientele includes parents across Canada seeking educational savings solutions for their children. Their corporate culture is defined by values such as community engagement customer curiosity a strong customer-centric focus courage a commitment to lifelong learning a pioneering spirit leadership qualities and a growth mindset.

OFFICE LOCATION AND SALES TERRITORY:

• Head office - Mississauga ON
• This is a remote role with 1 day/month in the regional office in Vancouver Downtown.
• Full-time - Monday to Friday - 9 am-5 pm (Some evenings and Saturdays may be required)

EXPERIENCE BACKGROUND & EDUCATION REQUIREMENTS:

• 1 years of outbound sales experience
• Experience in wealth management/financial services would be considered an asset
• Bachelors degree or college diploma
• Strong phone presence adept in inbound and outbound calling
• Excellent verbal/written communication listening and presentation skills
• Bilingualism (French/Mandarin/Cantonese) an asset
• Due to industry regulations the candidate cannot have declared bankruptcy.

TECHNICAL SKILLS:

• MS Office - Intermediate
• Online Screen Sharing
• Experience using a CRM

THE PRODUCT / SERVICE / SOLUTION :

Registered Education Saving Plans RESPs

PROSPECTIVE CUSTOMERS

The prospective customers are primarily parents.

COMPETITIVE ADVANTAGES:

• Canadas largest RESP company
• Not-for-profit foundation with a purpose led-mandate
• Commitment to student programs/resources that help students.

TYPICAL DAY & DUTIES:

• Primarily Outbound calling.
• 7 booked phone appointments per day.
• Approximately 70 outbound prospecting calls per day.

LEADS

• Calling warm existing clients
• Calling from the purchased leads list

OVERNIGHT TRAVEL:

• Less than 10%

SUPPORT & TRAINING:

• On the job
• Formal Classroom
• Online
• Mentorship/Shadowing

WHY YOU SHOULD APPLY:

• Unique and purpose-driven culture
• Hybrid work model. Strong emphasis on work/life balance

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