Sales advisor - Ottawa - Capital Financial

    Capital Financial
    Capital Financial Ottawa

    6 days ago

    Description
    Sales Advisor (Part-Time, In-Person)


    Location:
    In-person Ottawa, ON


    Job Type:
    Part-time (with opportunity to grow into full-time)

    Job Description


    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.


    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.

    This is not cold calling and not high-pressure sales. All leads are inbound.

    Key Responsibilities

    As a Sales Advisor, you will be responsible for:

    Contacting new inbound leads via email and phone

    Thanking clients for reaching out and asking qualifying questions

    Understanding the client's goals (credit building, financial relief, mortgage planning)

    Recommending the most suitable Capital Financial plan based on their needs

    Explaining how the Capital Financial app works and directing clients to download it

    Answering basic questions clearly and professionally

    Following up with leads who need more information

    Updating client status, notes, and progress in our internal system

    Transferring enrolled clients to advisors once they join a program

    Sales Advisors do not collect payments directly. All subscriptions are completed by the client inside the app.

    Requirements

    Previous experience in sales, customer service, or financial services preferred

    Comfortable speaking with clients by phone and email

    Confident, clear, and professional communication skills

    Ability to ask the right questions and explain options simply

    Organized and able to manage multiple leads

    Willing to follow structured workflows and scripts

    Basic computer skills and ability to learn internal software

    Performance Expectations

    Handle a minimum of 20 inbound leads per day

    Expected to convert leads into paid app members

    High performers may handle up to 50 leads per day

    Schedule & Compensation

    Part-time, in-person role

    Monday Friday during business hours

    Paid Ontario minimum wage

    Plus $3 per paid client conversion

    Additional performance bonuses for exceeding targets

    Opportunity to grow into a full-time role as the company scales

    Why Work With Us

    All leads are inbound (no cold calling)

    Clear processes and structured workflows

    Growing company with long-term opportunities

    Sales role focused on guidance, not pressure

    How to Apply


    Please apply with:
    Your resume

    A brief note describing your sales or customer service experience

    Only candidates selected for interviews will be contacted

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