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Surpass Behavioral Health · 3 months ago

Wealth Management Sales Development Specialist

United States

Full-time

Remote

Entry Level

$31K/yr - $79K/yr

1+ years exp

Kaplan is a global company focused on education and professional advancement. The Wealth Management Sales Development Specialist is responsible for identifying, contacting, and qualifying B2B sales leads, while working cross-functionally with various teams to ensure sales conversions and meet revenue goals.

Health CareMental HealthTherapeutics

Responsibilities

Contact corporate and University clients to build meaningful and long lasting relationships to generate qualified B2B and B2B2C sales leads though 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

Qualification

SalesForceSales techniquesBachelor’s degreeMicrosoft OfficeVerbal communicationWritten communicationPresentation skillsCollaboration skills

Required

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