Remote Wealth Management Sales Development Pro

Kaplan, Inc.; Town of Florida (NY); Hybrid; USD 31,000 - 79,000; Full time

Benefits offered by this job

Remote work flexibility

Tuition assistance

Comprehensive benefits

Paid time off

Job summary

Kaplan, Inc. seeks a Wealth Management Sales Development Specialist to identify, contact, and qualify B2B2C opportunities that drive enrollment in wealth management education offerings. You will work with sales, marketing, and student support to convert leads into enrollments.

The role emphasizes outbound prospecting, live webinars, and event participation while maintaining CRM accuracy. This position offers remote work with annual travel and a competitive compensation package.

Qualifications

• Bachelor’s degree in any discipline or equivalent education and experience.
• 1+ years of sales experience with outbound prospecting and lead qualification.
• Familiarity with sales engagement and email automation platforms.
• Proficiency in Salesforce CRM and spreadsheets (Excel/Google Sheets).
• Ability to travel ~3–4 times per year (air/overnight).

Responsibilities

• Generate qualified B2B2C sales leads through outbound calls, emails, webinars, and events.
• Prepare presentations and host webinars and trade shows for CFP education offerings.
• Maintain CRM with leads and campaign attribution across sales opportunities.
• Conduct high-volume outbound calls and follow-ups to secure enrollment commitments.
• Collaborate with Marketing and cross-functional teams to support client initiatives.

Skills

Sales experience

Public speaking

Cross-functional collaboration

Verbal and written communication

Education

Bachelor's degree

Tools

SalesForce CRM

Excel

Google Sheets

Google Workspace

Job description

Kaplan, Inc. seeks a Wealth Management Sales Development Specialist to identify, contact, and qualify B2B2C opportunities that drive enrollment in wealth management education offerings. You will work with sales, marketing, and student support to convert leads into enrollments.

The role emphasizes outbound prospecting, live webinars, and event participation while maintaining CRM accuracy. This position offers remote work with annual travel and a competitive compensation package.