Inside Sales - Preview Enrollment Specialist

Schedule: Evenings & weekends required

Job Type: 1099 to Permanent (FTE W-2 + Benefits)

Company

Trading Academy aims to create a global movement for financial literacy. From beginner-friendly pathways to advanced training in emerging markets, Trading Academy is committed to serving the next generation of traders and investors. Trading Academy’s management team, instructors and employees, are dedicated to making a positive difference in the world. The company remains committed to making financial education accessible, practical, and impactful for aspiring traders and investors everywhere.

If you’re comfortable engaging with people, thrive in event-driven environments, and enjoy helping others take their next step; this role is a strong fit.

• Prepare classrooms and meeting spaces for live and virtual preview events
• Set up technology for online “Connected Preview” participants
• Greet attendees, manage check-in, and coordinate seating
• Support presenters and ensure a smooth, welcoming event experience
• Track attendance and maintain accurate records in Salesforce
• Assist interested prospects with enrollment using e-commerce tools or paper agreements
• Update rosters and distribute daily event and attendance reports

• Follow up with attendees who expressed interest but did not enroll
• Answer questions and provide additional program information
• Log communications, notes, and follow-up tasks in Salesforce

• Complete tasks assigned by the Operations Manager or Education Director
• Ensure all responsibilities are completed accurately, on time, and with attention to detail

• 2+ years of consumer-facing sales experience (3–5 years preferred)
• Background in enrollment events, education, hospitality, or customer service is a plus
• Comfortable speaking with individuals and small groups
• Strong verbal and written communication skills
• Professional, polished, and approachable presence
• Proficiency with Microsoft Word, Excel, and Outlook
• Familiarity with Salesforce or CRM systems preferred
• High school diploma required; some college or degree preferred
• Availability for evenings, weekends, and occasional travel

• Opportunities for advancement - (1099 to FTE + Benefits)
• Fast-paced, team-oriented environment
• Mission-driven organization focused on personal growth and education
• Training provided—bring your energy, organization, and people skills

B2C Sales: 2+ years, minimum.

Ridgefield Park, NJ 07660 (Required)

50% regionally

In person