Full-Time Sales Development Representative

• Make a minimum 40+ 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

• 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

• Impact the careers of thousands of future CFP® professionals
• Thrive in a performance-driven team culture with uncapped earning potential
• Access to ongoing training and development
• Competitive compensation and benefits

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