Wealth Management Sales Development Specialist
Core
Identify, contact, and qualify B2B2C leads to drive sales for wealth management education products and professional designations (CFP, CFFP).
Role type
Sales Development Representative (SDR) for Education Services
Builds
Sales pipelines for private and on-demand class enrollments
Domain
Financial Education / Professional Certification
Deliverable
product features
Required skills
Outbound sales calling, webinar hosting, CRM data management, mass email campaign design, public speaking, small group presentation
Preferred skills
Familiarity with sales engagement platforms, Excel/Google Sheets proficiency
Technologies
Salesforce, Google Workspace, Microsoft Workspace
Responsibilities
Generate qualified B2B2C sales leads through outbound calls, emails, webinars, and conferences; Prepare presentations and host live webinars and in-person tradeshow events; Administer CRM tracking by uploading leads and updating lifecycle stages; Conduct high-volume outbound calls to secure enrollment commitments; Acquire, compile, and format inquiry data lists into standardized templates; Design and schedule targeted mass email outreach to promote webinar registrations.