Sales Advisor

2 weeks ago

Ottawa ON KE X, Canada CAPITAL FINANCIAL SERVICES Full time

Sales Advisor (Part-Time, In-Person)

Location:

In-person – Ottawa, ON

Job Type:

Part-time (with opportunity to grow into full-time)

Job Description

Capital Financial is a Canadian financial support platform offering credit building, financial relief, and mortgage preparation services through a membership-based app. We are currently hiring a Sales Advisor to work in person on a part-time basis.

This role focuses on handling inbound leads, understanding client needs, and guiding them toward the Capital Financial app where they can choose and enroll in the plan that fits them best.

This is not cold calling and not high-pressure sales. All leads are inbound.

Key Responsibilities

As a Sales Advisor, you will be responsible for:

  • Contacting new inbound leads via email and phone
  • Thanking clients for reaching out and asking qualifying questions
  • Understanding the client's goals (credit building, financial relief, mortgage planning)
  • Recommending the most suitable Capital Financial plan based on their needs
  • Explaining how the Capital Financial app works and directing clients to download it
  • Answering basic questions clearly and professionally
  • Following up with leads who need more information
  • Updating client status, notes, and progress in our internal system
  • Transferring enrolled clients to advisors once they join a program

Sales Advisors do not collect payments directly. All subscriptions are completed by the client inside the app.

Requirements

  • Previous experience in sales, customer service, or financial services preferred
  • Comfortable speaking with clients by phone and email
  • Confident, clear, and professional communication skills
  • Ability to ask the right questions and explain options simply
  • Organized and able to manage multiple leads
  • Willing to follow structured workflows and scripts
  • Basic computer skills and ability to learn internal software

Performance Expectations

  • Handle a minimum of 20 inbound leads per day
  • Expected to convert leads into paid app members
  • High performers may handle up to 50 leads per day

Schedule & Compensation

  • Part-time, in-person role
  • Monday–Friday during business hours
  • Paid Ontario minimum wage
  • Additional performance bonuses for exceeding targets
  • Opportunity to grow into a full-time role as the company scales

Why Work With Us

  • All leads are inbound (no cold calling)
  • Clear processes and structured workflows
  • Growing company with long-term opportunities
  • Sales role focused on guidance, not pressure How to Apply

Please apply with:

  • Your resume
  • A brief note describing your sales or customer service experience
  • Only candidates selected for interviews will be contacted

Job Types: Full-time, Part-time

Pay: From $17.60 per hour

Work Location: In person

  • Sales Advisor

    4 days ago

    Orillia, ON LV X, Canada Mave's Variety Full time

    Job OverviewWe are seeking an energetic and motivated Sales Advisor to join our dynamic retail team In this role, you will be the face of our store, delivering exceptional customer service while actively engaging with shoppers to help them find the perfect products. Your enthusiasm and product knowledge will drive sales, enhance the shopping experience, and...

  • Sales advisor

    2 weeks ago

    Ottawa, Canada Capital Financial Full time

    Sales Advisor (Part-Time, In-Person) Location: In-person Ottawa, ON Job Type: Part-time (with opportunity to grow into full-time) Job Description Capital Financial is a Canadian financial support platform offering credit building, financial relief, and mortgage preparation services through a membership-based app. We are currently hiring a Sales Advisor to...

  • Sales advisor

    2 weeks ago

    Ottawa, Canada Capital Financial Full time

    Sales Advisor (Part-Time, In-Person) Location: In-person Ottawa, ON Job Type: Part-time (with opportunity to grow into full-time) Job Description Capital Financial is a Canadian financial support platform offering credit building, financial relief, and mortgage preparation services through a membership-based app. We are currently hiring a Sales Advisor to...

  • Sales Advisor

    5 hours ago

    Ottawa, Canada Right Time Group of Companies Full time

    If you are a highly motivated sales professional that is interested in a career with a dynamic organization, and want to make a dramatic change in your earnings, join the Right Time team! We are looking for Outside Sales Advisors who are true selling professionals that understand the key to succeeding in sales is based on building relationships and finding...

  • Sales Advisor

    4 hours ago

    Ottawa, Canada Francis Home Full time

    Job Description Posted Friday, November 7, 2025 at 5:00 AM If you are a highly motivated sales professional that is interested in a career with a dynamic organization, and want to make a dramatic change in your earnings, join the Right Time team! We are looking for Outside Sales Advisors who are true selling professionals that understand the key to...

  • Sales Advisor

    4 hours ago

    Ottawa, Canada Reliance Home Comfort Full time

    Sales Advisor – Reliance Home Comfort Find Your Limitless with Reliance. By joining Reliance as a Sales Advisor, you’ll become an important team member and will be provided with the tools you need to succeed. We have ambitious growth plans and are looking for Team Members who want to grow with us. At Reliance, we pride ourselves on the fact that we...

  • Sales advisor

    2 weeks ago

    Ontario (ON), Canada Capital Financial Full time

    Sales Advisor (Part-Time, In-Person)Location:In-person Ottawa, ONJob Type:Part-time (with opportunity to grow into full-time)Job DescriptionCapital Financial is a Canadian financial support platform offering credit building, financial relief, and mortgage preparation services through a membership-based app. We are currently hiring a Sales Advisor to work in...

  • Insurance Sales Advisor

    7 days ago

    Edmonton, AB TB X, Canada A-KAN INSURANCE Full time

    OverviewAs an Insurance Sales Advisor, you will play a key role in helping clients identify their insurance needs and guiding them in selecting appropriate coverage solutions. This position requires strong communication skills, the ability to assess client requirements, and the expertise to recommend coverage options that align with individual circumstances....

  • Sales Advisor

    22 hours ago

    Ashburn, ON, Canada Campkins RV Centre Full time

    RV Sales Advisor – Turn RV Dreams Into RealityCampkin's RV is looking for ONE exceptional RV Sales Advisor to join our growing team.This role isn't about pushy sales tactics or pressure-filled conversations. At Campkin's, an RV Advisor is simply the person you'd want helping your own family find the perfect RV. We believe in education, trust, and creating...

  • Outside Sales Advisor

    1 day ago

    Ottawa East, Canada Anchor Heating & Air Conditioning Full time

    **Requirements**: - Self-motivated and driven to exceed goals and expectations - Strong organizational, time-management and prioritization skills as well as solid analytical and problem solving abilities - Excellent verbal and written communication, interpersonal and presentation skills and the ability to establish and develop strong relations with...