Sales Development Representative at Cornerstone Planning Group · Boca Raton, FL · Joined
CG
Sales Development Representative
Cornerstone Planning Group · Boca Raton, FL · Just now · 0 applicants
NewOn-siteFull-timeMiddle
Pay
$60k–$90kListed
Workplace
On-site
Job type
Full-time
Level
Middle
Source: jobright · Posted by joined-scrapper
About the role
Cornerstone Planning Group seeks a Sales Development Representative to build relationships with prospective financial advisors, generate and qualify opportunities, and support industry events. The role requires strong communication, CRM proficiency, and experience in outbound sales or financial services.
What you’ll do
Build relationships with prospective financial advisors
Generate and qualify opportunities
Support industry events
Manage follow-up and pipeline activity
Initiate conversations virtually and in person
Represent Cornerstone professionally
What you’ll need
Two or more years in business development, outbound sales, recruiting, lead generation, financial services, or a relationship-driven role
Experience generating and qualifying opportunities through outbound and inbound channels
Experience developing professional relationships through conferences, trade shows, networking programs, or live events
Comfort using CRM systems, LinkedIn, sales-engagement tools, and related technology
Exceptional interpersonal, verbal, and written communication skills
Familiarity with financial advisors, RIAs, broker-dealers, wealth management, or financial services
Original job description
Cornerstone Planning Group is a financial advisory firm seeking to expand its advisor community. The Sales Development Representative builds relationships with prospective financial advisors, generates and qualifies opportunities, supports industry events, and manages follow-up and pipeline activity.Exceptional interpersonal, verbal, and written…