Bluespring Wealth Partners · 2 hours ago
Sales Development Representative
Austin, TX
Full-time
Hybrid
Entry Level
2+ years expBluespring Wealth Partners is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals. As a Sales Development Representative (SDR), you will generate new business by identifying and engaging prospective financial advisor firms, scheduling meetings for the Business Development team, and supporting firm growth through effective lead sourcing and management.
Financial Services
Responsibilities
Relentlessly cold-call prospects with intensity, and purpose to generate interest and build awareness of Bluespring Wealth Partners
Quickly and consistently follow up with marketing-qualified leads, warm-calling with urgency to convert interest into scheduled meetings for internal recruiters
Drive scheduling efforts—own the coordination of meetings and demos with prospects for the External BD team, ensuring fast and seamless follow-through
Ensure smooth transitions and hand-offs to BD representatives by providing comprehensive background information on each lead
Research target and competitor accounts, monitor them for news of material changes, and build overall account knowledge
Document all activity in Bluespring’s CRM (Salesforce)
Develop our outbound prospect lists
Qualify leads and set appointments
Utilize CRM tools to track and manage leads, ensuring timely follow-ups and proper lead nurturing
Research target markets and industry trends to identify potential business opportunities
Monitor and report on lead status and pipeline progress to management
Qualification
Required
Proven experience (2 years) as a Sales Development Representative or in a similar role
Proven ability to identify, attract, and engage high-quality prospects with a focus on conversion and long-term relationship building
High energy, self-motivated, and goal-oriented with a proven ability to generate interest and drive pipeline growth
Exceptional verbal and written communication skills with the ability to tailor messaging to various audiences
Strong active listening and analytical thinking capabilities to uncover prospect needs and align them with Kestra's and Bluespring Wealth Partner's value proposition
Demonstrated excellence in time management, organization, and pipeline prioritization
Collaborative mindset with the ability to work cross-functionally in a team-oriented culture
Experience in B2B financial services is considered an asset
Experience with Salesforce or similar CRM systems is strongly preferred
Preferred
Bachelor's Degree preferred
FINRA Series 7 or combination of FINRA Series 6 and 63 licenses is considered an asset
Benefits
Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k), health insurance, and a competitive benefits package
Work in a supportive, collaborative environment committed to professional excellence
Help clients navigate meaningful financial decisions with confidence
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
Company
Bluespring Wealth Partners
Bluespring Wealth Partners specializes in the acquisition and servicing of wealth management firms seeking continuity for clients.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Angela Osborne
Chief Operating Officer
Recent News
2026-01-16
Company data provided by crunchbase