Wealth Management Sales Development Specialist

Kaplan

Remote, USA
Base: $31,200 to $78,647; bonus/equity: not specif...
Fully remote
Bachelor's degree in business or marketing
1+ years of sales experience
Proficiency with salesforce and microsoft office
Kaplan is seeking a Wealth Management Sales Development Specialist to work remotely in the USA. This role involves identifying and qualifying B2B and B2B2C sales leads, requiring strong communication skills and a collaborative approach

Job Summary

  • The specialist is responsible for identifying, contacting, and qualifying B2B, B2B2C, and university partnership sales leads to drive revenue.
  • Employees receive a comprehensive total rewards package including an 8-10% annual company contribution to retirement and tuition assistance through the Gift of Knowledge Program.
  • This role requires cross-functional collaboration with Sales, Marketing, Account Management, and student support teams to ensure client initiatives are supported throughout the sales process.

Matching Summary

Match Score: 85

Kaplan is seeking a Wealth Management Sales Development Specialist to work remotely in the USA. This role involves identifying and qualifying B2B and B2B2C sales leads, requiring strong communication skills and a collaborative approach.

Salary

Base: $31,200 to $78,647; Bonus/Equity: Not specified; Benefits: Comprehensive health benefits, 8-10% retirement contribution, tuition assistance

Skills & Requirements

Must-have

  • Bachelor's degree in Business or Marketing
  • 1+ years of sales experience
  • Proficiency with Salesforce and Microsoft Office
  • Experience with outbound calling and email outreach
  • Ability to travel approximately 25% of the time

Nice-to-have

  • Excellent verbal and written communication skills
  • Effective small group presentation skills
  • Ability to collaborate without authority
  • Knowledge of Wealth Management offerings
  • Experience with webinar facilitation

Key Requirements

  • Bachelor's degree required
  • Minimum 1 year of sales experience
  • Must be familiar with Salesforce
  • Microsoft Office knowledge required
  • Ability to travel 25% of the time

Work Rights

Not specified

Tailored Resume

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