Sales Development Representative
Job description
Lead with Purpose. Partner with Impact.
As a Sales Development Representative (SDR) at Kestra Financial, you'll play a critical role in generating new business by identifying and engaging prospective financial advisor firms. You will create activity in our sales funnel's early and intermediate stages and develop leads for our internal and external recruiters to close. Your main goal will be to schedule meetings for our Business Development (BD) team by effectively sourcing leads, following up on Marketing Qualified Leads (MQLs), and progressing prospects through our sales funnel. This high-energy, high-activity role directly supports firm growth and plays a vital part in filling the pipeline with quality opportunities.
What you’ll Do:
Relentlessly cold-call prospects with intensity and purpose to generate interest and build awareness of Kestra Financial.
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 Internal 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 activities in Kestra Financial's CRM (Salesforce).
Develop our outbound prospects 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.
Proven ability to identify, attract, and engage high-quality prospects focusing 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 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 strongly preferred.
What You Bring:
Bachelor's degree
Proven experience (2 years) as a Sales Development Representative or in a similar role.
FINRA Series 7 or combination of FINRA Series 6 and 63 licenses is considered an asset.
Skills mentioned
At Kestra Financial, we are at the forefront of revolutionizing the wealth management industry through pioneering technology and an unwavering commitment to advisor success. Since our inception in 1997, we have been dedicated to empowering sophisticated, independent financial professionals with the innovative tools and steadfast support necessary to provide superior client service and achieve remarkable growth. Our proprietary technology platform, AdvisorComplete, serves as the central hub for our advisors' daily operations, offering a seamless, integrated experience that is both flexible and scalable. This web-based system, accessible from any device with single sign-on capabilities, connects our partners to a comprehensive suite of trusted operational and financial applications, including premier CRM, trading, performance, and compliance tools. We believe that technology should simplify, not complicate, and our platform is a testament to this philosophy, enabling advisors to streamline their workflows and focus on what matters most: their clients. Our innovation extends beyond our technological infrastructure. Headquartered in the vibrant 'Silicon Hills' of Austin, Texas, Kestra Financial fosters a unique culture of reinvention and collaboration. We provide our network of over 1,700 financial professionals with unparalleled direct access to our leadership team and a collaborative community of peers, fostering an environment of shared knowledge and mutual growth. We don't just provide a platform; we deliver a partnership. Our business consultants work hand-in-hand with advisors to leverage our technology and resources to their fullest potential, helping them to build and expand their businesses. By combining our advanced technology with personalized consulting and a culture of continuous innovation, Kestra Financial is not just participating in the evolution of financial services; we are actively driving it, ensuring our advisors and their clients are always positioned for the future.
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