Sales Representative - Financial Education, B2C
Sales Representative – Financial Education (B2C | Warm Leads)
Compensation: $90,000–$150,000+ annually (guaranteed base + commission)
Job Type: Full-time | Benefits Included
Location: Onsite - Trading Academy Atlanta
About the Role
Online Trading Academy is hiring a B2C Sales Representative / Enrollment Specialist to work with warm, highly engaged prospects who attend our live and virtual educational events.
This is a consultative, relationship-driven sales role focused on helping individuals determine whether our financial education programs align with their goals. All leads are provided— no cold calling .
If you enjoy structured sales conversations, meaningful client interactions, and representing a well-established brand in financial education, this role offers strong earning potential and long-term growth.
What You’ll Do
Engage warm prospects who attend Trading Academy seminars and orientations
Conduct consultative conversations to understand goals, experience, and fit
Recommend appropriate education pathways based on individual needs
Guide prospects through enrollment using a professional, ethical sales approach
Track activity and follow-ups in Salesforce CRM
Collaborate with instructors and operations teams to support the student experience
What We’re Looking For
5+ years of sales experience (B2C preferred; high-ticket or intangible sales a plus)
Consultative selling style with strong listening and relationship-building skills
Comfort discussing personal goals, education, and long-term outcomes
Coachable, growth-oriented mindset
Strong verbal and written communication skills
Salesforce or CRM experience preferred
Compensation & Benefits
$90,000–$150,000+ annual earning potential
Guaranteed base + commission structure
Warm, qualified leads provided
Comprehensive benefits package, including:
Medical, dental, and vision insurance
401(k) with company match
Ongoing professional development and sales training
Schedule & Location
Full-time, onsite role
Two to three weekends necessary, per month; occasional evenings
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