Kaplan Test Prep

Wealth Management Sales Development Specialist

Kaplan Test Prep

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $31,200 - $78,600 per year

Job Level

Junior

About the role

  • Identifying, Contacting, and Qualifying B2B, B2B2C and University partnership sales leads that result in sales
  • Responsible for lead development, cultivation and sales conversions
  • Contact corporate and University clients to build meaningful and long lasting relationships to generate qualified B2B and B2B2C sales leads through outbound calls, email, webinars, site visits, and conferences
  • Responsible for account management on assigned accounts and Universities
  • Work closely with Wealth Management Specialists to ensure qualified leads result in sales and meeting revenue goals
  • Schedule and conduct Wealth Management webinars and follow up with attendees to generate qualified sales leads
  • Partner with sales to ensure established goals are met
  • Work closely with Marketing to ensure appropriate collateral is used for trade shows and site visits
  • Work with necessary teams to ensure client initiatives are supported throughout the sales process
  • Maintain current working level of knowledge on Wealth Management offerings

Requirements

  • Bachelor’s degree or equivalent education and experience in Business, Marketing, or any relevant field
  • 1+ years of experience in Sales
  • Must be familiar with SalesForce
  • Microsoft Office knowledge
  • Hands on experience with multiple sales techniques
  • Excellent verbal and written communication skills
  • Effective small group presentation skills both in a live setting and via webinars
  • Ability to travel approximately 25% of the time (air/rail/car/overnight)
  • Ability to successfully collaborate and influence without authority
Benefits
  • Remote work provides a flexible work/life balance
  • Comprehensive Retirement Package automatically enrolled in The Company Contribution Plan (8-10% annual company contribution based on tenure)
  • Our Gift of Knowledge Program provides tuition assistance and substantial discounts for our employees and close family members
  • Comprehensive health benefits new hire eligibility starts on day 1 of employment
  • Generous Paid Time Off includes paid holidays, vacation, personal, sick paid time-off, plus one (1) volunteer day and one (1) diversity and inclusion day to participate and give back to our local communities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
sales techniquesaccount managementlead developmentsales conversionsB2B salesB2B2C salesWealth Management
Soft skills
communication skillspresentation skillscollaborationinfluence without authorityrelationship building
Certifications
Bachelor’s degree
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