Outbound Sales Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Identify and develop new business prospects through outbound calls, emails, and social media engagement with potential financial advisors.

• Utilize a consultative, needs-oriented approach to comprehend the businesses, objectives, challenges, and priorities of prospects.

• Prospect for, educate, qualify, and cultivate target accounts and incoming leads.

• Generate sales-ready leads and opportunities for the sales team.

• Conduct research on target accounts, identify key decision-makers, spark interest, and expand accounts.

• Evaluate the needs of prospects and their alignment with Cetera’s solutions.

• Direct qualified prospects to the relevant internal teams or colleagues.

• Collaborate with Profiling, Business Development, Marketing, and Demand Center teams to enhance lead generation and develop the pipeline.

• Utilize lead generation tools, databases, online resources, CRM software, Salesforce, LinkedIn Sales Navigator, and various sales tools.

• Maintain records of prospect interactions, outreach efforts, qualification results, and next steps.

• Provide insights to enhance process and campaign effectiveness.

• Follow up with and nurture prospects throughout the qualification journey.

• Implement outbound prospecting campaigns across designated channels or territories.

• Stay informed about trends in wealth management, market changes, and competitive dynamics.

⛳️ Requirements

• High school diploma or equivalent qualification.

• A minimum of 3 years of experience in sales, business development, outbound lead generation, customer service, or a related client-facing role, preferably in a B2B context.

• An equivalent combination of experience and education may be accepted in place of formal requirements.

• Skills in outbound prospecting, lead qualification, consultative selling, pipeline development, account research, pre-call preparation, opportunity assessment, objection handling, CRM documentation, campaign follow-ups, and time management.

• Capability to understand the business needs of prospects and link them to relevant Cetera offerings, value propositions, and next steps.

• Proficient in Microsoft Office and standard corporate productivity applications.

• Goal-driven and capable of achieving targets in prospecting, qualification, activity, and pipeline generation.

• Self-motivated and resilient, with the ability to work autonomously and collaborate with Sales and Marketing teams.

• Effective prioritization skills in a fast-paced, dynamic sales environment.

• Preferred experience in wealth management, financial services, advisor recruitment, marketing automation, Salesforce or similar CRM tools, lead generation tools, or consultative outbound sales.

• Ability to work from an approved remote location as per company policy.

• Willingness to travel up to 25%.

🏝️ Benefits

• Comprehensive health, dental, vision, and life insurance plans.

• Mental health support services.

• Over 20 days of paid time off (PTO).

• Paid holidays.

• 2 paid wellness days.

• 401(k) savings plan with company contributions up to 5%.

• Access to a financial professional for financial planning assistance.

• Paid parental leave.

• Options for Health Savings Account and Flexible Spending Account.

• Employee Assistance Program (EAP).

• LifeLock identity theft protection.

• Pet insurance coverage.

• Paid caregiver leave.

• Additional voluntary benefits available.