Sales Development Representative
Colibri Group
full-time
Posted on:
Location Type: Remote
Location: United States
Visit company websiteExplore more
Job Level
About the role
- Make a minimum **60-80+ outbound calls** daily to candidates and decision-makers at top financial services firms
- Qualify leads, schedule/run product demos and webinars, and book enrollments
- Tailor messaging to various firm sizes, specialties, and training goals
- Maintain accurate and detailed activity records in CRM (e.g., HubSpot/Salesforce)
- Collaborate with senior sales team members and marketing to refine lead generation strategies
- Stay informed about trends in financial advisor education and CFP® certification
Requirements
- 1–3 years of B2B sales or lead generation experience (education or financial services background is a plus)
- Comfort with high call volumes and objection handling
- Strong communication, storytelling, and relationship-building skills
- Familiarity with financial planning and/or the CFP® designation (preferred)
- Self-motivated, goal-driven, and coachable mindset
Benefits
- Impact the careers of thousands of future CFP® professionals
- Thrive in a performance-driven team culture with uncapped earning potential
- Access to ongoing training and development
- Competitive compensation and benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
B2B saleslead generationobjection handlingCRMproduct demoswebinars
Soft skills
communicationstorytellingrelationship-buildingself-motivatedgoal-drivencoachable
Certifications
CFP® certification