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Colibri Group · 6 hours ago

Sales Development Representative

United States

Full-time

Remote

Entry Level

1+ years exp

Colibri Group is a pioneering online professional education company that serves over 1 million customers annually. They are seeking a high-energy Sales Development Representative to drive outreach and sales of their Certified Financial Planner™ education and exam prep programs to financial services firms across the country.

Continuing EducationEducation

Responsibilities

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

Qualification

B2B sales experienceLead generationCRM proficiencyFinancial planning knowledgeCommunication skillsRelationship-building skillsSelf-motivated mindsetGoal-driven mindsetCoachable mindset

Required

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

Self-motivated, goal-driven, and coachable mindset

Preferred

Familiarity with financial planning and/or the CFP® designation

Benefits

Access to ongoing training and development

Competitive compensation and benefits

Company

Colibri Group

At Colibri, we collaborate with over 5 million professionals and partners to provide exceptional professional education solutions for licensing, continuing education, test preparation, and career readiness.

Founded in 1990

Providence, Rhode Island, USA

1001-5000 employees