Sales Advisor

About Co-Active Training Institute:

As the trailblazers of coaching, CTI has emerged over the last 30 years to become the place where the best coaches and leaders are trained. At its core, CTI is a concept and modality on how to be in relationship with self, other, and a system. In the last ten years we moved from being founder-led to employee-owned and believe that our collective responsibility to our mission is what will make us thrive. Co-Active is so much more than courses, it is a way of altering how the world communicates, leads and creates change, and we believe that this change is and will be created by the people we train as coaches and leaders. We aspire to create a movement that brings more responsibility and wholeness to the leaders who want to create change at the level of self and system and believe Co-Active is the answer. 

About the Role

The Sales Advisor role is crucial to our mission of delivering a transformative Co-Active experience to all our customers. As an Advisor, you will be responsible for converting inbound leads into enthusiastic participants in our coach training and leadership programs, guiding potential and active clients through the registration process, and ensuring they feel supported and informed at every step of their journey.

Advisors play a vital part in creating a true Co-Active experience, allowing customers to fully understand and connect with our values and offerings. You will act as a trusted partner to our clients, providing insightful answers to their questions and following up with current customers to offer additional opportunities that enhance their engagement with our programs.

This role also sits at the front of our expansion into organizational (B2B) business. We are building offerings for companies, HR, and L&D leaders, and we are looking for Advisors who can grow with us: people who excel at converting inbound demand today and who have the appetite and skill to develop outbound, consultative B2B business as those offerings come to market. Innovation and creativity in strategy are encouraged, and by collaborating cross-functionally you will help shape how Co-Active sells to both individuals and organizations.

Key Responsibilities

Inbound conversion (primary focus)

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.

B2B and organizational business (growing focus)

Identify and qualify organizational opportunities that surface through inbound conversations (for example, participants exploring coach training for their teams or companies) 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.

Team and process

Collaborate with the sales and custome …