Advisor Growth SDR: Lead Outreach & Pipeline

Cornerstone Planning Group; Boca Raton (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Life insurance and long-term-disility

401(k) match with profit sharing

Flexible paid time off

Paid federal holidays

Gym reimbursement

Job summary

Cornerstone Planning Group in Boca Raton, FL is seeking a Sales Development Representative to help grow our advisor community. You will be the first contact for prospective financial advisors, conducting multi-channel outreach, researching target firms, and generating qualified introductory meetings for the Director of Advisor Growth.

This role emphasizes relationship-building, event support, and disciplined pipeline management.

Qualifications

• Two or more years of experience in business development, outbound sales, recruiting, lead generation, financial services, or another relationship-driven role.
• Experience generating and qualifying opportunities through outbound and inbound channels.
• Experience developing professional relationships through conferences, trade shows, networking programs, or other live events.
• Familiarity with financial advisors, RIAs, broker-dealers, wealth management, or financial services is a significant advantage.
• An understanding of the challenges faced by small-business owners is highly valuable.
• Experience with CRM and sales-engagement platforms is preferred.

Responsibilities

• Generate Advisor Opportunities: serve as the first point of contact for prospective financial advisors and advisory practices; conduct targeted outreach through multiple channels; research prospects; communicate Cornerstone's value proposition.
• Support Conferences and Industry Events: prepare for and attend conferences; identify priority prospects; coordinate meetings; engage prospective advisors and follow up to convert interactions into opportunities.
• Build and Cultivate Relationships: develop rapport with prospective advisors; maintain follow-up; coordinate meetings and logistics; provide organised notes and next steps to leadership.
• Manage the Advisor Growth Pipeline: maintain CRM records; monitor outreach activity and opportunities; prioritize opportunities; re-engage long-term prospects; handle information discreetly.
• Improve How We Grow: share feedback with growth and marketing teams; connect activity to measurable results; test approaches; identify advisor needs.

Skills

Business development

Outbound sales

Lead generation

CRM platforms

LinkedIn

Sales-engagement tools

Tools

CRM software

LinkedIn

Job description

Cornerstone Planning Group in Boca Raton, FL is seeking a Sales Development Representative to help grow our advisor community. You will be the first contact for prospective financial advisors, conducting multi-channel outreach, researching target firms, and generating qualified introductory meetings for the Director of Advisor Growth.

This role emphasizes relationship-building, event support, and disciplined pipeline management.