Remote Wealth Management Sales Development Lead

Kaplan, Inc.; Northern (KY); Hybrid; USD 31,000 - 79,000; Full time

Benefits offered by this job

Remote work

Retirement plan

Tuition assistance

Health benefits

Paid time off

Job summary

Kaplan, Inc. is seeking a Wealth Management Sales Development Specialist to identify, contact, and qualify B2B2C opportunities, driving lead development and sales conversions.

You will work with sales, marketing, account specialists, and student support teams to grow enrollment across private and on-demand classes. The role emphasizes outbound outreach, webinar hosting, and collaborative cross-functional execution to ensure client success and effective asset growth within wealth management

Qualifications

• Bachelor’s degree or equivalent education/experience.
• 1+ year of experience in sales.
• Proficiency with Google Workspace or Microsoft 365.
• Strong verbal and written communication; public speaking skills.

Responsibilities

• Generate qualified B2B2C sales leads through outbound calls, emails, webinars, and conferences.
• Prepare presentations and host live webinars and in-person trade events with CFP education designations.
• Administer CRM tracking and attribution of campaign sources to opportunities.
• Conduct high-volume outbound calls and follow-ups to secure enrollment commitments.
• Collaborate with cross-functional teams to support client initiatives through the sales process.

Skills

Google Workspace

Salesforce CRM

Excel/Sheets

Public speaking

Verbal & written communication

Education

Bachelor’s degree

Tools

Salesforce CRM

Webinar platforms

Job description

Kaplan, Inc. is seeking a Wealth Management Sales Development Specialist to identify, contact, and qualify B2B2C opportunities, driving lead development and sales conversions.

You will work with sales, marketing, account specialists, and student support teams to grow enrollment across private and on-demand classes. The role emphasizes outbound outreach, webinar hosting, and collaborative cross-functional execution to ensure client success and effective asset growth within wealth management