Wealth Management Sales Development Specialist

Job Title 

Wealth Management Sales Development Specialist

Job Description

For more than 80 years, Kaplan has been a trailblazer in education and professional advancement. We are a global company at the intersection of education and technology, focused on collaboration, innovation, and creativity to deliver a best-in-class educational experience and make Kaplan a great place to work.

The future of education is here and we are eager to work alongside those who want to make a positive impact and inspire change in the world around them.

The Wealth Management Sales Development Specialist is responsible for identifying, contacting, and qualifying B2B2C that result in sales. The specialist is responsible for lead development, cultivation and sales conversions. Must work cross functionally with sales, marketing, account specialist and student support teams.

Job Responsibilities:

• Generate qualified B2B2C sales leads through outbound calls, emails, webinars, and conferences.

• Prepare presentations and host live webinars and in-person tradeshow events, CFP Education and CFFP Professional Designations. 

• Administer CRM tracking by uploading leads, updating lead lifecycle stages, and accurately attributing campaign sources to sales opportunities.

• Conduct high-volume outbound calls to lead lists, consistently following up to secure enrollment commitments in private or ondemand classes.

• Conduct private client cohort kick-off calls to ensure student success in private classes.

• Acquire, compile, and format inquiry data lists into standardized templates for CRM processing and mass emails.

• Design and schedule targeted mass email outreach using sales engagement platforms to promote webinar registrations and distribute follow-up collateral.

• Work closely with Marketing to ensure appropriate collateral is used for webinars, mass emails, and trade show visits.

• Work with cross-functional teams to ensure client initiatives are supported throughout the sales process.

• Maintain a current working knowledge of Wealth Management products and college policies, private client enrollment portals and pricing.

• Provide wealth management education product support for assigned accounts to ensure goals are met.

 

 Minimum Requirements:

• Bachelor’s degree in any discipline (or equivalent education and experience). 

• 1+ years of experience in Sales

• Proficiency in Google Workspace or Microsoft Workspace (Docs, Sheets, Slides) for daily workflow management.

• Familiarity with sales engagement and email automation platforms. 

• Proficiency in  SalesForce CRM software 

• Experience with Excel or Google Sheets

• Ability to travel approximately 3-4 times per years of the time (air/ 3-4 days overnight) 

• Excellent verbal and written communication skills; strong public speaking and audience engagement skills. 

• Demonstrated small group presentation skills both in a live setting and via webinars.

• Ability to successfully work with cross-functional teams

Beyond base salary, our comprehensive total rewards package includes:

- 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

We are committed to providing a supportive and rewarding work environment where every employee can thrive. You can learn more about our full benefits package and total rewards philosophy here.
 

At Kaplan, we believe in attracting, rewarding, and retaining exceptional talent. Our compensation philosophy is designed to be competitive within the market, reflecting the value we place on the skills, experience, and contributions of our employees, while taking into account labor market trends and total rewards.
 

For full-time positions, Kaplan has three salary grades. This position is Salary Grade A: $31,200 to $78,647. The specific compensation offered will be determined by a variety of factors, including but not limited to the candidate's qualifications, relevant experience, education, skills, and market data. We are an equal opportunity employer and comply with all applicable federal and state wage laws.

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Location

Remote/Nationwide, USA

Additional Locations 

Employee Type

Employee

Job Functional Area 

Business Unit

BU00117 College for Financial Planning

Diversity & Inclusion Statement:

Kaplan is committed to cultivating an inclusive workplace that values diversity, promotes equity, and integrates inclusivity into all aspects of our operations. We are an equal opportunity employer and all qualified applicants will receive consideration for employment regardless of age, race, creed, color, national origin, ancestry, marital status, sexual orientation, gender identity or expression, disability, veteran status, nationality, or sex. We believe that diversity strengthens our organization, fuels innovation, and improves our ability to serve our students, customers, and communities. Learn more about our culture here.

Kaplan considers qualified applicants for employment even if applicants have an arrest or conviction in their background check records. Kaplan complies with related background check regulations, including but not limited to, the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.  There are various positions where certain convictions may disqualify applicants, such as those positions requiring interaction with minors, financial records, or other sensitive and/or confidential information.