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
The Sales Development Representative will build relationships with prospective financial advisors, generate and qualify opportunities, and support industry events while managing follow-up and pipeline activity for a financial advisory firm.
What you’ll do
Build relationships with prospective financial advisors
Generate and qualify opportunities through outbound and inbound channels
Support industry events
Manage follow-up and pipeline activity
What you’ll need
Two or more years in business development, outbound sales, recruiting, lead generation, or financial services
Experience generating and qualifying opportunities through outbound and inbound channels
Experience developing relationships through conferences, trade shows, or networking programs
Familiarity with financial advisors, RIAs, broker-dealers, or wealth management
Understanding of challenges faced by small-business owners
Experience with CRM and sales-engagement platforms
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…