Enrollment Specialist
Current• Coordinate over $250k in sales of trading education within a quarter in my assigned territory.• Conducting face to face and over-the-phone consultations with prospect sales leads achieving an 80% enrollment success rate.• Match student learning needs and goals with current course content, training options and upcoming trading education classes.• Maintain a database of student information, telephone logs and student feedbacks in Salesforce in order to generate student reports.• Follow up with interested prospects that do not purchase at PTWs, All Star & Premier Events to grow network for potential sales. • Build excellent ongoing relationships with students and provide continuous consultation and resources on learning objectives, course offerings and Continuing Education.• Counsels and advises students about educational opportunities, investment accounts, financial assistance, and academy policies and requirements.• Delivering excellent service and establishing strong rapport with current/potential students, understanding the students’ preferences, and offering ideal trading education recommendations.• Leverage the CRM system and other systems used by the company to develop prospects and sales strategy that ensures high activity and effective closing ratios, resulting in a 65% close rate.• Provide solutions to individual investors and or traders for Short Term Income and/or Long-Term Wealth.• Develop innovative communication strategies, recruitment strategies and enrollment plans to attract, enroll, and sell OTA trading education to students resulting in an increase of enrollment at the DC center of 50%.