Outbound Sales Specialist
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Job Description
Outbound sales specialist generating and nurturing qualified financial-advisor leads for Cetera, a network empowering independent advisors to deliver financial advice. Supporting campaigns, qualification, and sales-ready pipeline development.
Responsibilities:
- Identify and create new business opportunities through outbound calls, emails, and social media outreach to prospective financial advisors
- Apply a consultative, needs-based approach to understand prospects’ businesses, goals, challenges, and priorities
- Prospect, educate, qualify, and develop target accounts and inbound leads
- Create sales-ready leads and opportunities for the sales organization
- Research target accounts, identify decision-makers, generate interest, and develop accounts
- Assess prospect needs and fit with Cetera’s offerings
- Route qualified prospects to appropriate internal channels or colleagues
- Partner with Profiling, Business Development, Marketing, and Demand Center teams on lead generation and pipeline development
- Use lead generation tools, databases, online resources, CRM software, Salesforce, LinkedIn Sales Navigator, and other sales tools
- Document prospect interactions, outreach activity, qualification outcomes, and next steps
- Provide feedback to support process and campaign optimization
- Follow up with and nurture prospects through the qualification process
- Execute outbound prospecting campaigns across assigned channels or territories
- Maintain awareness of wealth management industry trends, market developments, and competitive dynamics
Requirements:
- High school diploma or equivalent
- 3+ years of experience in sales, business development, outbound lead generation, customer service, or a related client- or prospect-facing environment, preferably in a B2B setting
- Equivalent combination of experience and education accepted in lieu of the stated requirements
- Outbound prospecting, lead qualification, consultative selling, pipeline development, account research, pre-call preparation, opportunity qualification, objection handling, CRM documentation, campaign follow-up, and time management skills
- Ability to understand prospect business needs and connect them to relevant Cetera capabilities, value propositions, and next steps
- Proficiency with Microsoft Office and standard corporate productivity tools
- Goal-oriented and able to work toward prospecting, qualification, activity, and pipeline-generation targets
- Self-motivated and resilient, with ability to work independently and collaborate across Sales and Marketing teams
- Ability to prioritize effectively in a fast-paced, dynamic sales environment
- Preferred: wealth management, financial services, advisor recruiting, marketing automation, Salesforce or similar CRM tools, lead generation tools, or consultative outbound sales experience
- Ability to work from an approved remote location in accordance with company policy
- Travel up to 25%
Benefits:
- Inclusive health, dental, vision, and life insurance plans
- Mental health benefits
- 20+ days of paid time off (PTO)
- Paid holidays
- 2 paid wellness days
- 401(k) savings plan with company contribution up to 5%
- Access to a financial professional for financial planning
- Paid parental leave
- Health Savings Account and Flexible Spending Account options
- Employee Assistance Program (EAP)
- LifeLock identity theft protection
- Pet insurance
- Paid caregiver leave
- Other voluntary benefits
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