Enrollment Specialist

We are seeking a dedicated Enrollment Specialist to join our team. The Enrollment Specialist will guide prospective students through the enrollment process for our investing academy, ensure they are well-prepared for class, and follow up on their progress throughout their journey with us.

Our Enrollment Specialists love people and have 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 our education. Extensive and ongoing sales training is provided.

Job Responsibilities:

1. 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 30% of all assigned initial free class (Market Timing Preview (MTP attendees.

• Contact prospects (Leads) and customers (Contacts) by telephone to discuss new enrollments in an MTP, Market Timing Orientation (MTO), classes, or 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 daily with zero remaining Prospect, 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 OTA 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:

1. 5 years of sales experience with at least 2 years in a consumer-based environment is preferred.
2. A Consultative Sales Skill Set = the ability to connect and gain trust.
3. Building continuous and productive relationships with our students.
4. Ability to work some weekends every month and occasional evenings as needed.
5. The ability to regularly exercise discretion and independent judgment.
6. Excellent verbal and written communication skills are required. Basic computer skills and proficiency in Microsoft Office applications (Word, Excel, Outlook) is also a must. experience is a bonus.
7. Basic computer skills and proficiency in Microsoft Office applications (Word, Excel, Outlook, etc.) preferred. Experience with CRM tools (Salesforce) is desired.
8. Experience selling financial products or education is preferred.
9. High School diploma required; some college and college degree preferred.

Physical Requirements:

1. Ability to work some evenings as necessary.
2. Some weekend work will be required.