Sales advisor

Job 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 clients 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