Inside Sales/Education Savings Specialist – RESPs/Mutual Funds

Vault Consulting (Accounting, Human Resources, Research); Vancouver; Hybrid; CAD 60,000 - 65,000; Full time

Job summary

A leading educational savings firm is seeking a Licensed Advisor (Education Savings Specialist) to sell RESPs to parents across Canada. This hybrid role involves primarily outbound calling and offers a base salary of $60,000 to $65,000 plus bonuses. Ideal candidates should have outbound sales experience and excellent communication skills. Enjoy a strong emphasis on work/life balance and a dynamic work culture.

Benefits

RSP Matching

Health Benefits

Furthering Education Reimbursement

Laptop

Qualifications

• Minimum 1 year of outbound sales experience.
• Experience in wealth management or financial services is an asset.
• Strong phone presence and adept at calling.
• Must not have declared bankruptcy due to industry regulations.

Responsibilities

• Focus on selling RESPs to parents seeking educational savings solutions.
• Perform outbound calling primarily from warm and cold lists.
• Book phone appointments and conduct 70 outbound prospecting calls daily.

Skills

Outbound sales experience

Verbal/written communication

Listening and presentation skills

Bilingualism

Education

Bachelor's degree or college diploma

Tools

MS Office

CRM experience

Job description

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 $60,000 to $65,000 plus commissions, with a lot of other perks!

COMPENSATION & BENEFITS:

• Base salary: $60,000 - $65,000 plus bonus
• First Year OTE: $75,000 - $82,000
• 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 Canada's largest RESP company, with 1.2 million champions and beneficiaries. $7.0B with assets under management, helping 60,000 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 Hybrid role with 1 day 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
• Bachelor’s 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 – RESP’s

PROSPECTIVE CUSTOMERS

The prospective customers are primarily parents.

COMPETITIVE ADVANTAGES:

• Canada's 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