Licensed Advisor

Description

Mandate
We are looking for a client centric sales professional with a proven track record of exceeding sales targets. You are an excellent communicator, work well both individually and as a team – and are aligned to our purpose; to change lives by propelling more students to, and through, Post-Secondary Education successfully. You will be dedicated to business development activities that build our Assets under Management, establishing new quality customer relationships and providing positive onboarding experiences by anticipating the needs of the Students & Champions alike.

CHALLENGES TO BE MET

Grow existing client balances to maximize the client’s opportunity to collect grants – helping them achieve their savings goals through expert advice and guidance
Secure new sales utilizing both nurtured and unnurtured leads through both inbound and outbound calling.
Act as a subject matter expert for Embark’s digital assets (web/mobile) and increase our customers usage of these digital assets.
Support Embark’s origination targets leveraging existing prospecting tactics
Convert leads to sales and achieve key performance metrics
Maintain and expand a database of prospects, teaming with partners to build the pipeline, close deals and onboard Customers
Engage with clients using a variety of different mediums (telephone, teleconference)
Contribute to the overall growth of the firm by growing both our client base and assets under management.
Deliver a differentiated client experience using a disciplined approach following Embark’s sales management process
Understand and apply business operating procedures and ensure necessary due diligence is taken to support the accuracy of all transactions.
Primary Responsibilities
Grow existing client balances and deliver overall year-over-year growth through a combination of customer retention initiatives and new customer opportunity development and sales closure.
Respond to the client’s evolving needs which may include (but not limited to), introducing the use of digital tools, opening new plans, increasing a clients savings goals
Implement proactive initiatives such as save campaigns or consolidation focuses and other initiatives approved by the business.
Maintain up-to-date knowledge of the company market conditions and leverage company advantages to build effective solutions.
Development and closing of potential client opportunities.
Conducts outbound calling campaigns to support lead generation .
Follows up and closes inbound inquires from the Embark’s website, marketing campaigns, channel partners & direct call-ins
Perform other duties as needed outside of those mentioned in this document
Be knowledgeable and comply with the company and industry Code of Conduct
Contribute to operational improvements to streamline procedures/processes and enhance the client experience
Actively participate in the performance management process in support of own personal and professional development objectives, including coaching sessions
Contribute to a fair and positive working environment that supports a diverse workforce
Participate in team meetings, employee surveys and action planning sessions
Contribute to the success of the team by willingly assisting others in the performance and completion of assigned duties
#INDHP

WHO WE ARE LOOKING FOR

We value each employee for their unique perspectives and experiences. If you are someone who has qualifications similar to what we are looking for and is aligned with the culture and values at Embark, please consider applying
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
Experience working with a CRM
Excellent verbal/written communications skills and Strong listening/presentation skills
Ability to multi-task, prioritize, and manage time effectively
Thrives in a quick sales cycle environment.
Knowledge of financial products and services
Relationship management skills
Problem solving skills
Agility – as the team, mandate and expectations evolve, so will you.
Ability to become Licensed through your local provincial authority and recognized by the RESP Dealers Association of Canada.
Bilingualism (French/Mandarin/Cantonese) is an asset
Someone who listens to diverse perspectives with an empathetic attitude.
A lifelong learner that is performance driven.
Someone who recognizes our customers as our most important stakeholders.
The ability to work in a team setting and serve value.
Someone who continuously takes initiative and embraces change
IFIC or CSC would be considered an asset

About Embark Student Corp.
At Embark Student Corp. (“Embark”), we’re on a journey to create an entirely new student experience. One that is built on instilling confidence in students around the paths they are choosing and their ability and agency to achieve their goals for the future. As enablers and orchestrators of students’ success, we will create access, affordability and agency for students and their champions across our services and solutions. This will provide them with guidance and support in all aspects of planning and saving for post secondary education - giving them a future-ready advantage and help them thrive well past their educational journey.

Embark Corp. is cultivating an environment that enables growth, trust and pioneering. To help drive our transformation and growth, we are guided by the following strategic pillars:
· Elevate our Expertise in Education Savings & Planning
· Aspire to be Trusted and Easy to do Business with
· Put our Customers in the Center of Our Experience
· Partner to Drive Value, Scale and Reach

What makes us qualified to do this?
In business since 1965 and owned and operated by a not-for-profit organization, everything we do is in service to our students. We are a diverse and passionate community of experts that firmly believes in the benefits of education, priding ourselves on helping to shape their future and empowering them to reach their full potential.

As we move forward, we will leverage and build upon our unmatched expertise in the RESP space to propel both our students and our company forward, ensuring a better tomorrow. Our vision is set, our future is bright, and we’re just getting started.

We value each employee for their unique perspectives and experiences. If you are someone who has experience and skills similar to what we are looking for and is aligned with the culture and values, please consider applying

Work Model
We have adopted a hybrid model, leveraging the best of remote and in-person work. This work model however can differ depending on roles and leaders.

Equal Opportunity Employer
We at Embark Corp., are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a culture that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

Embark Student Corp. has been Great Place to Work® certified since 2018.

---