Wealth Management Sales Development Specialist

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $31.2k - $78.6k / year

⏰ Full Time

🟢 Junior

💵 Sales Development (SDR)

👻 Ghost score 2%

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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Kaplan Test Prep

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1938

💼 Consulting

🏥 Healthcare

📚 Education

Consulting • Healthcare • Education

Kaplan Test Prep is a leading provider of educational services, offering test preparation courses for a wide range of standardized exams. These include college admissions tests like the ACT and SAT, graduate school exams such as the GMAT, GRE, and LSAT, and professional licensing exams in fields like healthcare and law. Kaplan emphasizes realistic practice with custom-built study plans, performance tracking, and personalized support to help students achieve their desired test scores. With a focus on comprehensive educational resources and expert guidance, Kaplan is dedicated to helping students gain admission to their chosen schools and succeed in their careers.

📋 Description

• Identify, contact, and qualify B2B2C leads that result in sales • Develop, cultivate, and convert leads into sales • Generate qualified B2B2C sales leads through outbound calls, emails, webinars, and conferences • Prepare presentations and host live webinars and in-person tradeshow events for CFP Education and CFFP Professional Designations • Administer CRM tracking by uploading leads, updating lead lifecycle stages, and accurately attributing campaign sources to sales opportunities • Conduct high-volume outbound calls and follow up to secure enrollment commitments in private or on-demand classes • Conduct private client cohort kick-off calls to ensure student success in private classes • Acquire, compile, and format inquiry data lists into standardized templates for CRM processing and mass emails • Design and schedule targeted mass email outreach using sales engagement platforms • Work closely with Marketing on collateral for webinars, mass emails, and trade show visits • Collaborate with cross-functional teams to support client initiatives throughout the sales process • Maintain current knowledge of Wealth Management products, college policies, private client enrollment portals, and pricing • Provide wealth management education product support for assigned accounts to ensure goals are met

🎯 Requirements

• Bachelor’s degree in any discipline (or equivalent education and experience) • 1+ years of experience in Sales • Proficiency in Google Workspace or Microsoft Workspace (Docs, Sheets, Slides) for daily workflow management • Familiarity with sales engagement and email automation platforms • Proficiency in Salesforce CRM software • Experience with Excel or Google Sheets • Ability to travel approximately 3-4 times per year, including air travel and 3-4 overnight days • Excellent verbal and written communication skills • Strong public speaking and audience engagement skills • Demonstrated small group presentation skills in live settings and via webinars • Ability to successfully work with cross-functional teams

🏖️ Benefits

• Remote work provides a flexible work/life balance • Comprehensive Retirement Package automatically enrolled in The Company Contribution Plan (8-10% annual company contribution based on tenure) • Gift of Knowledge Program provides tuition assistance and substantial discounts for employees and close family members • Comprehensive health benefits with new hire eligibility starting on day 1 of employment • Generous Paid Time Off including paid holidays, vacation, personal, sick paid time-off, one volunteer day, and one diversity and inclusion day