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Mid LevelFull-time
Salary Range
$72,250 - $97,750 /year
This salary is estimated based on similar roles. The actual salary may vary.
About the Role
We are looking for a high-energy Sales Development Representative (SDR) to drive outreach and sales of our Certified Financial Planner™ (CFP®) education and exam prep programs to leading financial services firms across the country.
Key Responsibilities
- →Make a minimum 60-80+ outbound calls daily to candidates and decision-makers at top financial services firms
- →Qualify leads, schedule/run product demos and webinars, and book enrollments
- →Tailor messaging to various firm sizes, specialties, and training goals
- →Maintain accurate and detailed activity records in CRM (e.g., HubSpot/Salesforce)
- →Collaborate with senior sales team members and marketing to refine lead generation strategies
- →Stay informed about trends in financial advisor education and CFP® certification
Requirements
- ✓1–3 years of B2B sales or lead generation experience (education or financial services background is a plus)
- ✓Comfort with high call volumes and objection handling
- ✓Strong communication, storytelling, and relationship-building skills
- ✓Familiarity with financial planning and/or the CFP® designation (preferred)
- ✓Self-motivated, goal-driven, and coachable mindset
