Dynamic SDR: Drive Pipeline for Financial Advisors

Kestra Holdings; Austin (TX); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k)

Health insurance

Growth opportunities

Job summary

Kestra Financial, a wealth management platform, is hiring an SDR to generate new business by identifying and engaging prospective financial advisor firms. You will drive meetings for the BD team, follow up on MQLs, and progress prospects through the sales funnel.

Responsibilities include coordinating meetings, researching target markets, and documenting activity in Salesforce to support pipeline growth and opportunity creation.

Qualifications

• Minimum 2 years of experience as a Sales Development Representative or similar role.
• FINRA Series 7 or a combination of Series 6 and 63 licenses is considered an asset.

Responsibilities

• Generate new business by identifying and engaging prospective financial advisor firms.
• Schedule meetings for the Business Development team by following up on MQLs and leads.
• Coordinate meetings and demos with prospects for the Internal BD team.
• Qualify leads and manage pipeline in the CRM with timely follow-ups.
• Research target markets and monitor accounts for changes in status or news.

Skills

Cold calling

Lead qualification

CRM usage

Prospecting

Communication

Education

FINRA licensing asset

Tools

Salesforce

Job description

Kestra Financial, a wealth management platform, is hiring an SDR to generate new business by identifying and engaging prospective financial advisor firms. You will drive meetings for the BD team, follow up on MQLs, and progress prospects through the sales funnel.

Responsibilities include coordinating meetings, researching target markets, and documenting activity in Salesforce to support pipeline growth and opportunity creation.