Outbound Sales Specialist

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

👻 Ghost score 21%

What it means: how likely this posting is sitting open without active hiring.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 high-value opportunities in the sales pipeline • Develop relationships with prospective high-value accounts • Use a consultative, needs-based sales approach • Conduct outbound prospecting through cold calling, email, and social media • Prospect, educate, qualify, and develop target accounts and inbound leads • Route prospects to appropriate channels and colleagues • Educate prospects and communicate value propositions • Use lead-generation tools, databases, and online resources to build and maintain a qualified-lead pipeline • Research target accounts, identify decision-makers, generate interest, and develop accounts • Understand leads' business needs, challenges, and priorities • Conduct qualification assessments • Document prospect interactions, activities, and outcomes in CRM and sales tools • Collaborate with Marketing on lead-generation campaigns and lead follow-up • Nurture leads with relevant content • Run outbound campaigns across channels and territories • Provide closed-loop feedback to the Demand Center organization for process optimization • Stay current on industry trends, market developments, and competitor strategies

🎯 Requirements

• High School Diploma or equivalent • 3+ years of experience in sales, business development, or outbound lead generation, preferably in a B2B environment • Track record of successful business development in enterprise solutions, software, Finance, or tech sales environments • Experience running all areas of the SDR process, including account planning, pre-call preparation, opportunity qualification, and objection handling • Strong communication and interpersonal skills • Ability to work effectively in a fast-paced, dynamic environment • Proficiency with email, voicemail, MS Office, Salesforce, and lead generation tools such as PhoneBurner • Track record of meeting or exceeding targets • Ability to work independently and collaborate with sales and marketing teams • Ability to understand sophisticated business problems and translate customer needs into solution plays • Strong time management and prioritization skills • Additional education or certifications in Sales or Customer Service desirable • Prior Wealth Management or broker-dealer experience is a plus • Up to 25% travel

🏖️ 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 options • Flexible Spending Account options • Employee Assistance Program (EAP) • LifeLock identity theft protection • Pet insurance • Paid caregiver leave • Additional voluntary benefits • Competitive incentive compensation package • Remote work arrangement