Education Savings Specialist

Job title: Education Savings Specialist

Job description: Education Savings Specialist

Reporting to the

Full-Time Position

At Knowledge First Financial (KFF), 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.

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.

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.

Challenges to be Met

• Grow existing client balances to maximize the client’s opportunity to collect grants – helping them achieve their education and savings goals

• Source new sales opportunities through inbound lead follow-up and outbound cold calls and emails

• Act as a subject matter expert for KFFs digital assets (web/mobile) and increase our customers usage of these digital assets.
• Support Knowledge First’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 and close deals
• 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 Knowledge Firsts 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 client’s 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 Knowledge First website, marketing campaigns, channel partners & direct call-ins
• 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 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
• Perform other duties as required outside of those mentioned in this document

Who we are looking for:

• 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.
• Licensed through your local provincial authority and recognized by the RESP Dealers Association of Canada.
• IFIC or CSC would be considered an asset
• Bilingualism (French, Mandarin, Cantonese) would be considered an asset

Work Model

We have adopted a hybrid model, leveraging the best of remote and in-person work.

COVID-19 Vaccination

All Knowledge First Financial employees are required to be fully vaccinated as a condition of hire in accordance with the Company’s Mandatory Vaccination Policy.

Accommodation Individuals Who Cannot Be Vaccinated

The Company is committed to a workplace free from discrimination and harassment in accordance with Ontario human rights laws. Candidates who provide a medical or religious reasoning for not having received a COVID-19 vaccine, will be assisted by the Company in developing and implementing an appropriate accommodation. Accommodations will be granted where they do not cause the Company undue hardship or pose a direct threat to the health and safety of others.

Equal Opportunity Employer

We at Knowledge First Financial, 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.

The Great Place to Work® Institute certified Knowledge First Financial as one of Canada’s Top 50 Best Workplaces in 2022.

Click Here to Apply

Source: