Outbound Sales Specialist

🔥 6 hours ago

🇺🇸 United States – Remote

💵 $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

👻 Ghost score 21%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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CETERA

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 2021

💸 Finance

🤝 B2B

☁️ SaaS

Finance • B2B • SaaS

CETERA is a wealth-management and financial services platform that provides broker-dealer, advisory, technology and practice-management solutions to independent financial advisors, registered investment advisers, tax and accounting professionals, and financial institutions. The company emphasizes B2B partnership models—white-glove onboarding, proprietary client-facing platforms, marketing and growth programs, and operational support—designed to help advisors transition assets, scale their businesses, and enhance client engagement. Cetera positions itself as a growth-focused partner and a technology-enabled “wealth hub” rather than a consumer-facing retail firm.

📋 Description

• Identify and create new business opportunities through outbound calls, emails, and social media outreach to prospective financial advisors • Apply a consultative, needs-based approach to understand prospects’ businesses, goals, challenges, and priorities • Prospect, educate, qualify, and develop target accounts and inbound leads • Create sales-ready leads and opportunities for the sales organization • Research target accounts, identify decision-makers, generate interest, and develop accounts • Assess prospect needs and fit with Cetera’s offerings • Route qualified prospects to appropriate internal channels or colleagues • Partner with Profiling, Business Development, Marketing, and Demand Center teams on lead generation and pipeline development • Use lead generation tools, databases, online resources, CRM software, Salesforce, LinkedIn Sales Navigator, and other sales tools • Document prospect interactions, outreach activity, qualification outcomes, and next steps • Provide feedback to support process and campaign optimization • Follow up with and nurture prospects through the qualification process • Execute outbound prospecting campaigns across assigned channels or territories • Maintain awareness of wealth management industry trends, market developments, and competitive dynamics

🎯 Requirements

• High school diploma or equivalent • 3+ years of experience in sales, business development, outbound lead generation, customer service, or a related client- or prospect-facing environment, preferably in a B2B setting • Equivalent combination of experience and education accepted in lieu of the stated requirements • Outbound prospecting, lead qualification, consultative selling, pipeline development, account research, pre-call preparation, opportunity qualification, objection handling, CRM documentation, campaign follow-up, and time management skills • Ability to understand prospect business needs and connect them to relevant Cetera capabilities, value propositions, and next steps • Proficiency with Microsoft Office and standard corporate productivity tools • Goal-oriented and able to work toward prospecting, qualification, activity, and pipeline-generation targets • Self-motivated and resilient, with ability to work independently and collaborate across Sales and Marketing teams • Ability to prioritize effectively in a fast-paced, dynamic sales environment • Preferred: wealth management, financial services, advisor recruiting, marketing automation, Salesforce or similar CRM tools, lead generation tools, or consultative outbound sales experience • Ability to work from an approved remote location in accordance with company policy • Travel up to 25%

🏖️ Benefits

• Inclusive health, dental, vision, and life insurance plans • Mental health benefits • 20+ days of paid time off (PTO) • Paid holidays • 2 paid wellness days • 401(k) savings plan with company contribution up to 5% • Access to a financial professional for financial planning • Paid parental leave • Health Savings Account and Flexible Spending Account options • Employee Assistance Program (EAP) • LifeLock identity theft protection • Pet insurance • Paid caregiver leave • Other voluntary benefits

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