Colibri Group
Leading people to achieve more and thrive in their careers
Sales Development Representative
Sales Development RepSales Development RepFull TimeRemoteTeam 1,001-5,000H1B No SponsorCompany SiteLinkedIn
Location
United States
Posted
62 days ago
Salary
Not specified
Bachelor Degree1 yr expEnglish
Job Description
• 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
Job 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
Benefits
- 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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