Education Savings Specialist/Inside Sales RESPs/Mutual 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 $60,000 to $65,000 plus commissions, with a lot of other perks!

COMPENSATION & BENEFITS:

Base salary: $60,000 - $70,000 plus bonus

First Year OTE: $75,000 - $87,000

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 2 days working from the office, and 3 days working from home

Sales territory: Canada Wide

Full-time - Monday to Friday - 9 am-5 pm (Some evenings and Saturdays may be required in the future)

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

IFIC or CSC certification would be considered 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

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