Sales Development Associate

Royal Wealth Partners; Omaha (NE); Presencial; USD 42.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive pay

Benefits and professional development

Descripción de la vacante

Royal Wealth Partners, a boutique wealth management firm in Omaha, seeks a Sales Development Associate to work on-site with the team. You will identify and qualify prospective clients, conduct outreach via phone, email, and digital channels, and schedule introductory meetings for senior advisors.

You will maintain lead lists, update CRM records, and nurture relationships through consistent, professional communication while collaborating with advisors to understand target markets and support

Formación

• Experience in identifying, qualifying, and developing new client opportunities.
• Strong outreach and persuasive communication to convert prospects.
• Support growth initiatives and contribute to firm market presence.

Responsabilidades

• Identify and qualify prospective clients through phone, email, and digital channels.
• Schedule introductory meetings for senior advisors and maintain pipelines.
• Manage and update lead lists and CRM records; follow up on inbound inquiries.
• Nurture relationships through consistent, professional communication.
• Collaborate with advisors to understand target markets and prepare basic sales materials.
• Support business development initiatives and events; ensure smooth handoffs and high client experience.

Conocimientos

Inside Sales

Lead Generation

Communication

Business Development

CRM proficiency

Financial services experience

Educación

Bachelor's degree in Business/Finance/Marketing

Herramientas

CRM software

Descripción del empleo

Company Description

Royal Wealth Partners is a boutique wealth management firm that delivers a curated wealth management experience to individuals and families. The firm emphasizes deep, professional advice and prioritizes the quality of long-term client relationships over volume. Our team consists of tenured and credentialed professionals dedicated to serving clients, the community, and colleagues with excellence. Royal Wealth Partners offers a collaborative environment where professionals can contribute meaningfully to client success and firm growth.

We are seeking a growth-minded Sales Development Associate to join our wealth management firm.

Role Description

The Sales Development Associateis a full-time, on-site role based in the Omaha Metropolitan Area. This role focuses on identifying and qualifying prospective clients, conducting outreach via phone, email, and digital channels, and scheduling introductory meetings for senior advisors. The associate will manage and update lead lists and CRM records, follow up on inbound inquiries, and nurture relationships through consistent, professional communication. Day-to-day activities include collaborating with advisors to understand target markets, preparing basic sales materials, and supporting business development initiatives and events. The role requires working closely with the team to ensure seamless handoffs, maintain a strong pipeline of opportunities, and uphold the firm’s high standards of client experience.

Qualifications

• Candidates should possess skills in Inside Sales and Lead Generation to identify, qualify, and develop new client opportunities.
• Candidates should possess strong Communication and Sales skills to conduct effective outreach, handle objections, and foster trust with prospective clients.
• Candidates should possess Business Development skills to support growth initiatives, build relationships, and contribute to the firm’s market presence.
• Relevant experience in financial services, wealth management, or professional services sales is beneficial.
• Strong organizational skills, attention to detail, and proficiency with CRM and basic office software are expected.
• Bachelor’s degree in Business, Finance, Marketing, or a related field, or equivalent experience, is preferred.
• Demonstrated ability to work on-site in a collaborative team environment within the Omaha Metropolitan Area.

In joining our team, you will work with talented, high-achieving people who come together to serve and support our clients and each other. We offer competitive pay and benefits with professional development and growth opportunities.