Sales Development Representative

Job Summary

A company is looking for a Sales Development Representative to drive outreach and sales of Certified Financial Planner education and exam prep programs.

Key Responsibilities

• Make 60-80+ outbound calls daily to candidates and decision-makers at financial services firms
• Qualify leads, schedule/run product demos and webinars, and book enrollments
• Maintain accurate activity records in CRM and collaborate with senior sales team members

Required Qualifications

• 1-3 years of B2B sales or lead generation experience, preferably in education or financial services
• Comfort with high call volumes and objection handling
• Familiarity with financial planning and/or CFP designation is preferred
• Self-motivated, goal-driven, and coachable mindset