Registered Education Savings Plan Advisor / Inside Sales

Vault Consulting (Accounting, Human Resources, Research); Mississauga; Hybrid; CAD 65,000 - 75,000; Full time

Job summary

An established industry player is seeking a Registered Education Savings Plan Advisor to join their dynamic team. This hybrid role focuses on selling RESPs to parents across Canada, combining outbound calls with a supportive work culture. With a competitive base salary and commission structure, plus perks like RSP matching and furthering education reimbursement, this position offers a unique opportunity to make a meaningful impact in the lives of families. The company prides itself on its commitment to community engagement and a strong customer-centric focus, making it an exciting place for those passionate about educational savings solutions.

Benefits

RSP Matching

Laptop

Health Benefits

Furthering Education Reimbursement

Qualifications

• 3+ years of sales experience required.
• Strong phone presence and communication skills essential.

Responsibilities

• Conduct outbound calls to prospective clients.
• Book 7 phone appointments and make 70 prospecting calls daily.

Skills

Sales Experience

Communication Skills

Bilingualism (French/Mandarin/Cantonese)

Education

Bachelor’s Degree

College Diploma

Tools

MS Office

CRM Software

Job description

As a Registered Education Savings Plan Advisor, 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 the warm and cold lists supplied. Reporting to the Team Manager, the hybrid position offers a base salary ranging from $65,000 to $75,000 plus commissions, with a lot of other perks!

COMPENSATION & BENEFITS:

• Base salary: $65,000 to $75,000 plus bonus
• First Year OTE: $81,000 - $92,000
• 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 combination of a work-from-office and work-from-home position. (2 days in the office/3 days working from home)
• Sales territory: Canada-wide
• Full-time - Monday to Friday - Some evenings and Saturdays required

EXPERIENCE, BACKGROUND & EDUCATION REQUIREMENTS:

• 3+ years of sales experience
• 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 or an unclear criminal background.
• Licensing is not required for hiring. The first month of training is designed to onboard new hires and prepare them to obtain their license.

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:

• 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

Our client is an equal opportunity employer committed to creating a diverse inclusive, barrier-free workplace. They strive to provide a safe, healthy and respectful workplace where individuals are valued for their contributions. Our client encourages applications from women, aboriginal peoples, members of visible minorities, and persons with disabilities.Our client is committed to providing an accessible and supportive recruitment experience for persons with disabilities. If you require accommodations at any stage of the recruitment process, please notify us in advance [e-mail]

We thank all applicants in advance for their interest however, only those candidates under consideration will be contacted.