Remote Wealth Management Sales Development Specialist

Kaplan; United States; On-site; USD 31,000 - 79,000; Full time

Benefits offered by this job

Remote work

Retirement plan

Tuition assistance

Health benefits

PTO + holidays

Job summary

Kaplan is seeking a Wealth Management Sales Development Specialist in the United States to identify, contact, and qualify B2B2C opportunities, building a strong lead pipeline and supporting the sales cycle across teams.

The role involves outbound calls, emails, webinars, and live events, with CRM upkeep and collaboration with Marketing. A Bachelor’s degree and 1+ years in sales are required, with travel 3–4 times per year.

Qualifications

• Bachelor's degree in any discipline (or equivalent education and experience).
• 1+ years of experience in Sales.
• Proficiency in Google Workspace or Microsoft Workspace (Docs, Sheets, Slides).
• Familiarity with sales engagement platforms.
• Proficiency in Salesforce CRM software.
• Experience with Excel or Google Sheets.
• Ability to travel approximately 3-4 times per year.
• Excellent verbal and written communication skills; strong public speaking and audience engagement skills.
• Demonstrated small group presentation skills in live settings and webinars.

Responsibilities

• Generate qualified B2B2C sales leads through outbound calls, emails, webinars, and conferences.
• Prepare presentations and host live webinars and in-person trade shows, CFP/CFFP education designations.
• Administer CRM tracking by uploading leads and updating lead lifecycle stages.
• Conduct high-volume outbound calls to lead lists and follow up to secure enrollment commitments.
• Conduct private client cohort kickoff calls to ensure student success in private classes.
• Format inquiry data into templates for CRM processing and mass emails.
• Design and schedule targeted mass email outreach to promote webinar registrations.
• Coordinate with Marketing to ensure collateral for webinars, emails, and trade shows.
• Collaborate with cross-functional teams to support client initiatives throughout the sales process.
• Maintain current knowledge of wealth management products and policies.

Skills

Verbal and written communication

Public speaking

Cross-functional collaboration

Travel readiness

Education

Bachelor's degree

Tools

Salesforce

Google Workspace

Excel/Sheets

Sales engagement platforms

Job description

Kaplan is seeking a Wealth Management Sales Development Specialist in the United States to identify, contact, and qualify B2B2C opportunities, building a strong lead pipeline and supporting the sales cycle across teams.

The role involves outbound calls, emails, webinars, and live events, with CRM upkeep and collaboration with Marketing. A Bachelor’s degree and 1+ years in sales are required, with travel 3–4 times per year.