Sales Development Representative

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

Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America

Job Description

Posted Friday, August 14, 2026 at 8:00 AM

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients

Lead with Purpose. Partner with Impact.

As a Sales Development Representative (SDR) at Kestra Financial, you'll play a critical role in generating new business by identifying and engaging prospective financial advisor firms. You will create activity in our sales funnel's early and intermediate stages and develop leads for our internal and external recruiters to close. Your main goal will be to schedule meetings for our Business Development (BD) team by effectively sourcing leads, following up on Marketing Qualified Leads (MQLs), and progressing prospects through our sales funnel. This high-energy, high-activity role directly supports firm growth and plays a vital part in filling the pipeline with quality opportunities.

What you’ll Do:

• Relentlessly cold-call prospects with intensity and purpose to generate interest and build awareness of Kestra Financial.
• Quickly and consistently follow up with marketing-qualified leads, warm-calling with urgency to convert interest into scheduled meetings for internal recruiters.
• Drive scheduling efforts—Own the coordination of meetings and demos with prospects for the Internal BD team, ensuring fast and seamless follow-through.
• Ensure smooth transitions and hand-offs to BD representatives by providing comprehensive background information on each lead.
• Research target and competitor accounts, monitor them for news of material changes, and build overall account knowledge.
• Document all activities in Kestra Financial's CRM (Salesforce).
• Develop our outbound prospects lists.
• Qualify leads and set appointments.
• Utilize CRM tools to track and manage leads, ensuring timely follow-ups and proper lead nurturing.
• Research target markets and industry trends to identify potential business opportunities.
• Monitor and report on lead status and pipeline progress to management.
• Proven ability to identify, attract, and engage high-quality prospects focusing on conversion and long-term relationship building.
• High energy, self-motivated, and goal-oriented, with a proven ability to generate interest and drive pipeline growth.
• Exceptional verbal and written communication skills with the ability to tailor messaging to various audiences.
• Strong active listening and analytical thinking capabilities to uncover prospect needs and align them with Kestra's value proposition.
• Demonstrated excellence in time management, organization, and pipeline prioritization.
• Collaborative mindset with the ability to work cross-functionally in a team-oriented culture.
• Experience in B2B financial services is considered an asset.
• Experience with Salesforce or similar CRM systems strongly preferred.

What You Bring:

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

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm

Kestra Values:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Disclosure

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.