Enrollment Specialist(Sales Executive)

Our Enrollment Specialists have a great love for people and exceptional relationship building skills. You will quickly bond with your prospect, establishing a strong rapport that allows you to fully explore their reason for seeking out our education. Extensive and ongoing sales training is provided.

Job Responsibilities :

• Sell financial / trading education and related products.
• Demonstrate a thorough knowledge of live classes, products, and extended services being offered by Trading Academy®
• Understand the general environment and terminology of the financial services, investing and trading industry.
• Close at least 50% of all [assigned] initial free class (Market Timing Preview (MTP)) attendees.
• Contact prospects (Leads) and customers (Contacts) by telephone for the purpose of new enrollments in a MTP, Market Timing Orientation (MTO), classes and Continuing Education.
• Respond to leads within 24 hours with zero new leads by the end of each day.
• Convert all newly assigned leads to contacts in the database each day with zero remaining Prospec t, Prospect-Workshop and No Interest leads in the lead status dashboard and convert additional Continuing Education sales each week in the “Salesforce” database.
• Generate 50% or greater in MTP registrations from newly assigned leads and those already assigned “unconverted” leads in the database.
• Manage Prospects Attendance at MTP s.
• Verify attendance for each prospect within 24- 48 hours prior to an MTP.
• Maintain a show rate of 40% or higher.
• Conduct Continuing Education meetings with Students.
• Schedule & hold a follow up meeting with each Student while in the center for class.
• Maintain follow-up calls with Students based on agreed date.
• Ensure students are engaging with their Student Support Specialist.
• Update Contact Status for all contact records.
• Primarily use Call Queue (CQ) for all contact calls and engagements and for scheduling any meetings, as it is linked directly to Salesforce (SF).
• Match student learning needs and goals with course content, training options and upcoming classes.
• Maintain contact with Students to discuss additional educational needs.
• Keep an appropriate trail of notes recorded in the database (Call Queue / Salesforce) for each action taken.
• Follow up with interested prospects that do not purchase at any TA events.
• Follow up on opportunities automatically generated in (CQ)for each non-buying MTP Attendee and follow up on schedule.
• After the auto generated opportunities then continue to mine the database.
• Build excellent ongoing relationships with students and provide continuous consultation and resources on learning objectives, course offerings and Continuing Education.
• Review Potential Opportunities and initiate contact with customers.
• Document each call and follow-up task in CQ / SF.
• Maintain a consistent sales pipeline of new opportunities with Grads and close sales for Continuing Education.
• There should be no opportunities with a past Expected Close Date .
• Provide ongoing customer service and support.
• Ensure that commitments made to students are met and questions are answered.
• Ensure students are utilizing their Student Support options.
• Any other duties assigned by the Center Owner and Management.
• All duties and tasks assigned must be completed on time and meet the requirements outlined.

Experience, Education and Qualifications :

Physical Requirements :