Enrollment Specialist
About The Position
Trading Academy is seeking a proven closer for an Enrollment Specialist role, focusing on guiding serious adults through an informed enrollment decision with warm, event-generated prospects. This role is ideal for individuals with experience converting high-intent buyers in financial services, education, real estate, or premium B2C sectors, who are looking for a role where a strong process yields strong results. The position involves consultative enrollment conversations, identifying prospect goals, recommending education pathways, closing students with integrity, managing a pipeline in Salesforce CRM, and partnering with instructors and operations for a seamless student experience.
Requirements
- 5+ years B2C sales experience — high-ticket, intangible, or consultative sales strongly preferred
- Proven track record closing warm, inbound, or event-generated leads
- Strong listening skills and the ability to build trust quickly in a single conversation
- Coachable — you take feedback, run the process, and refine your approach
- CRM proficiency
Responsibilities
- Run structured, consultative enrollment conversations with prospects who attend live Trading Academy events
- Identify individual goals and recommend the right education pathway
- Close enrolled students with integrity — this is a relationship, not a transaction.
- Manage pipeline and follow-up activity in Salesforce CRM
- Partner with instructors and operations to deliver a seamless student experience
Benefits
- All leads provided — warm prospects from live and virtual events
- Ongoing sales training and professional development
- Access to full suite of investment education products
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
