Dynamic SDR — Build High-Impact Financial Pipelines

Kestra Financial

Austin (TX)

On-site

USD 55,000 - 75,000

Full time

14 days+
Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Benefits offered by this job

401(k)
Health insurance
Tuition reimbursement
Training and development
Growth opportunities

Job summary

Kestra Financial is looking for an energetic Sales Development Representative to generate and qualify leads for the BD team. You will cold-call, follow up on MQLs, and schedule meetings for recruiters, helping to fill the sales pipeline and drive growth within the advisor community.

The role requires a bachelor's degree, 2+ years in a similar role, and strong communication skills, with experience in Salesforce being a plus. Join a fast-paced, collaborative environment with growth opportunities.

Qualifications

  • Bachelor's degree is required.
  • 2+ years of experience as an SDR or similar role is preferred.
  • Strong verbal and written communication skills are essential.

Responsibilities

  • Generate and qualify leads through cold outreach and follow-ups.
  • Schedule meetings for internal BD team and recruiters.
  • Maintain accurate CRM records and update lead status in Salesforce.

Skills

Verbal communication
Written communication
Active listening
Prospecting

Education

Bachelor's degree

Tools

Salesforce

Job description

Kestra Financial is looking for an energetic Sales Development Representative to generate and qualify leads for the BD team. You will cold-call, follow up on MQLs, and schedule meetings for recruiters, helping to fill the sales pipeline and drive growth within the advisor community.

The role requires a bachelor's degree, 2+ years in a similar role, and strong communication skills, with experience in Salesforce being a plus. Join a fast-paced, collaborative environment with growth opportunities.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Dynamic SDR: Drive Pipeline for Financial Advisors
Dynamic SDR: Drive Pipeline for Financial Advisors

Kestra Holdings • Austin (TX)

On-site
USD 50,000 - 75,000
401(k)
Health insurance
Growth opportunities
Financial Services SDR: Drive Pipeline & Book Meetings
Financial Services SDR: Drive Pipeline & Book Meetings

Kestra Financial, Inc. • Austin (TX)

On-site
USD 45,000 - 75,000
401(k)
Health insurance
Professional development
+2
Dynamic SDR – Build Pipeline in B2B SaaS (Hybrid)
Dynamic SDR – Build Pipeline in B2B SaaS (Hybrid)

Valid8 Financial, Inc. • Charlotte (NC)

Hybrid
USD 45,000 - 60,000
Flex PTO
Paid Holidays
401(k) with Employer Match
+3
Sales Development Representative
Sales Development Representative

Kestra Holdings • Austin (TX)

On-site
USD 50,000 - 75,000
401(k)
Health insurance
Growth opportunities
Sales Development Representative
Sales Development Representative

Kestra Financial, Inc. • Austin (TX)

On-site
USD 45,000 - 75,000
401(k)
Health insurance
Professional development
+2
Sales Development Representative
Sales Development Representative

Kestra Financial • Austin (TX)

On-site
USD 55,000 - 75,000
401(k)
Health insurance
Tuition reimbursement
+2
Dynamic SDR: Lead Gen & Pipeline Builder
Dynamic SDR: Lead Gen & Pipeline Builder

AllianceHCM • The Woodlands (TX)

On-site
USD 45,000 - 60,000
Dynamic SDR: Lead Gen, Qualification & B2B Growth
Dynamic SDR: Lead Gen, Qualification & B2B Growth

Sciens Building Solutions LLC • United States

On-site
USD 50,000 - 85,000
Competitive salary
Paid time off
401(k) matching
+5
Dynamic SDR - Fintech SaaS for Education
Dynamic SDR - Fintech SaaS for Education

PetsApp • South Jordan (UT)

On-site
USD 45,000 - 65,000
Unlimited paid time off
Health Insurance Reimbursement
Generous benefits allowance
+4
SDR: Build a Winning Pipeline & Grow Your Sales Career
SDR: Build a Winning Pipeline & Grow Your Sales Career

Valid8 Financial, Inc. • Metairie (LA)

On-site
USD 45,000 - 65,000