Wealth Management Sales Development Specialist

Summary

Kaplan is a global education and technology company focused on professional advancement and educational experiences. The Wealth Management Sales Development Specialist identifies, contacts, and qualifies B2B2C sales leads, develops prospects, and converts them into enrollments. The role collaborates with sales, marketing, account specialists, and student support teams while supporting wealth management education products and client initiatives.

Responsibilities

• Generate qualified B2B2C sales leads through outbound calls, emails, webinars, and conferences
• Prepare presentations and host live webinars and in-person tradeshow events, 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 to lead lists, consistently following up to secure enrollment commitments in private or ondemand 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 to promote webinar registrations and distribute follow-up collateral
• Work closely with Marketing to ensure appropriate collateral is used for webinars, mass emails, and trade show visits
• Work with cross-functional teams to ensure client initiatives are supported throughout the sales process
• Maintain a current working knowledge of Wealth Management products and college policies, private client enrollment portals and pricing
• Provide wealth management education product support for assigned accounts to ensure goals are met

Skills

• 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 years of the time (air/ 3-4 days overnight)
• Excellent verbal and written communication skills; strong public speaking and audience engagement skills
• Demonstrated small group presentation skills both in a live setting and via webinars
• Ability to successfully work with cross-functional teams

Qualifications

Must Haves

• 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 years of the time (air/ 3-4 days overnight)
• Excellent verbal and written communication skills; strong public speaking and audience engagement skills
• Demonstrated small group presentation skills both in a live setting 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)
• Our Gift of Knowledge Program provides tuition assistance and substantial discounts for our employees and close family members
• Comprehensive health benefits; new hire eligibility starts on day 1 of employment
• Generous Paid Time Off includes paid holidays, vacation, personal, sick paid time-off, plus one (1) volunteer day and one (1) diversity and inclusion day to participate and give back to our local communities