Sales advisor

Job Description

Sales Advisor (Part-Time, In-Person)<BR><BR>Location:<BR><BR>In-person Ottawa, ON<BR><BR>Job Type:<BR><BR>Part-time (with opportunity to grow into full-time)<BR><BR>Job Description<BR><BR>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.<BR><BR>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.<BR><BR>This is not cold calling and not high-pressure sales. All leads are inbound.<BR><BR>Key Responsibilities<BR><BR>As a Sales Advisor, you will be responsible for:<BR><BR>Contacting new inbound leads via email and phone<BR><BR>Thanking clients for reaching out and asking qualifying questions<BR><BR>Understanding the clients goals (credit building, financial relief, mortgage planning)<BR><BR>Recommending the most suitable Capital Financial plan based on their needs<BR><BR>Explaining how the Capital Financial app works and directing clients to download it<BR><BR>Answering basic questions clearly and professionally<BR><BR>Following up with leads who need more information<BR><BR>Updating client status, notes, and progress in our internal system<BR><BR>Transferring enrolled clients to advisors once they join a program<BR><BR>Sales Advisors do not collect payments directly. All subscriptions are completed by the client inside the app.<BR><BR>Requirements<BR><BR>Previous experience in sales, customer service, or financial services preferred<BR><BR>Comfortable speaking with clients by phone and email<BR><BR>Confident, clear, and professional communication skills<BR><BR>Ability to ask the right questions and explain options simply<BR><BR>Organized and able to manage multiple leads<BR><BR>Willing to follow structured workflows and scripts<BR><BR>Basic computer skills and ability to learn internal software<BR><BR>Performance Expectations<BR><BR>Handle a minimum of 20 inbound leads per day<BR><BR>Expected to convert leads into paid app members<BR><BR>High performers may handle up to 50 leads per day<BR><BR>Schedule & Compensation<BR><BR>Part-time, in-person role<BR><BR>Monday Friday during business hours<BR><BR>Paid Ontario minimum wage<BR><BR>Plus $3 per paid client conversion<BR><BR>Additional performance bonuses for exceeding targets<BR><BR>Opportunity to grow into a full-time role as the company scales<BR><BR>Why Work With Us<BR><BR>All leads are inbound (no cold calling)<BR><BR>Clear processes and structured workflows<BR><BR>Growing company with long-term opportunities<BR><BR>Sales role focused on guidance, not pressure<BR><BR>How to Apply<BR><BR>Please apply with:<BR><BR>Your resume<BR><BR>A brief note describing your sales or customer service experience<BR><BR>Only candidates selected for interviews will be contacted