Sales Advisor

Co-Active Training Institute

7d•Remote

About The Position

The Sales Advisor role is crucial to Co-Active Training Institute's mission of delivering a transformative Co-Active experience to all customers. This role is responsible for converting inbound leads into participants in coach training and leadership programs, guiding clients through the registration process, and ensuring they feel supported and informed. Advisors act as trusted partners, providing insightful answers and following up with current customers to offer additional opportunities. This role is also key to the company's expansion into organizational (B2B) business, developing offerings for companies, HR, and L&D leaders. Advisors will excel at converting inbound demand and developing outbound, consultative B2B business. Innovation and creativity in strategy are encouraged, and collaboration will help shape how Co-Active sells to both individuals and organizations.

Requirements

4+ years of experience in consultative sales with a proven track record of closing, preferably in education, coaching, training, learning & development, or professional services.
Demonstrated ability to manage a high volume of inbound conversations (calls, email, follow-ups) while staying organized and responsive.
Experience qualifying leads using BANT or an equivalent framework.
Experience with, or a demonstrated appetite for, generating new business through outbound prospecting and relationship building.
Proficient in CRM platforms (e.g., HubSpot) and digital sales tools.
Self-directed and accountable: able to manage time effectively, prioritize inbound demand, and hit conversion targets while building longer-cycle opportunities.
Proven track record of consistently meeting or exceeding sales quotas.

Nice To Haves

Experience selling to HR, L&D, OD, or Talent leaders, or a strong understanding of how organizations buy learning and development, is highly desirable.
Completed coach training (Co-Active or another accredited program), or hold or are pursuing an ICF credential.
Meaningful exposure to coaching, for example as a client, through a leadership development program, or by working closely with coaches in a prior role.

Responsibilities

Convert inbound leads into customers by effectively communicating the value of our coach training and leadership programs.
Guide prospective participants through the registration process, ensuring a seamless experience.
Respond promptly and professionally to questions from potential candidates and participants, providing accurate information and addressing their concerns.
Embody the ethos of Co-Active customer support and channel it in every interaction.
Follow up with current customers to identify and offer additional opportunities that meet their needs and enhance their experience with our programs.
Maintain detailed, accurate records of interactions with leads and customers in our CRM to ensure efficient follow-up and reliable reporting.
Achieve individual and team conversion targets and contribute to overall sales and revenue goals.
Identify and qualify organizational opportunities that surface through inbound conversations and progress them toward a proposal.
Execute targeted outreach to HR, L&D, OD, and Talent leaders through calls, email, social media touchpoints, networking, and events as our B2B offerings become available.
Guide prospects through a needs-based discovery process to understand organizational challenges, talent development goals, and growth potential.
Create and present proposals that align with each client's values, culture, and business objectives.
Contribute to the development of B2B sales assets, messaging, and playbooks alongside the sales leadership team.
Collaborate with the sales and customer success teams to ensure a cohesive, customer-focused approach.
Stay current on our program offerings and industry trends to provide informed recommendations.
Represent the company at webinars and events to elevate brand awareness and connect with potential clients.
Suggest and help implement improvements that streamline processes and elevate the customer experience.
Occasional availability outside of normal working hours, for example to support webinars.