Responsible for generating revenue through effective consultative selling of Investools education products and curriculum over the telephone. Utilize leads generated through a variety of sources to introduce clients to education options, provide counsel on next steps, additional resources and upgraded options for future learning and application of learning content and principles.

ESSENTIAL DUTIES:
• Generate revenue through consultative, relationship based selling
• Handle all client calls in a professional, ethical, suitable and positive manner
• Meet or exceed individual goals, including sales results, education revenue and phone activity metrics
• Attend all sales meetings and required training
• Effectively contact and follow-up with all clients and prospects based on leads assigned
• Complete required training and development courses and sessions
• Work cooperatively with other departments, branches and sales teams to ensure sales goals are exceeded and clients have a best in class experience
• Ensure client satisfaction through applying best practices and cooperative teamwork across business channels
• Perform other job related duties as assigned

WORKING CONDITIONS:
The environment in which the job is performed is a typical office environment. High degree of keyboarding and phone dialing and talking. Able to sit for long periods of time, stand, reach and bend occasionally. Lift up to 10lbs as needed. Occasional travel.

KNOWLEDGE, SKILLS & ABILITIES:
• Excellent consultative selling skills
• Outstanding telephone skills
• Work independently
• Good organization and time management skills
• Knowledge of basic PC operations and Windows-based applications

EDUCATION AND EXPERIENCE:
• High school diploma or equivalent
• Bachelor’s Degree in business, education, marketing or related field preferred
• Three to five years of telephone sales experience
• Prior experience selling financial, investment or education products highly desirable

Contact: Karen
Email: www.amtd.com/careers

www.amtd.com/careers