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Colibri Group logo
Colibri Group

Leading people to achieve more and thrive in their careers

Sales Development Representative

Sales Development RepSales Development RepOtherRemoteJuniorTeam 1,001-5,000H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

146 days ago

Salary

0

Seniority

Junior

Bachelor Degree1 yr expEnglish

Job Description

Sales Development Representative

Colibri Group

• Make a minimum **60-80+ outbound calls** daily to candidates and decision-makers at top financial services firms • Qualify leads, schedule/run product demos and webinars, and book enrollments • Tailor messaging to various firm sizes, specialties, and training goals • Maintain accurate and detailed activity records in CRM (e.g., HubSpot/Salesforce) • Collaborate with senior sales team members and marketing to refine lead generation strategies • Stay informed about trends in financial advisor education and CFP® certification

Job Requirements

  • 1–3 years of B2B sales or lead generation experience (education or financial services background is a plus)
  • Comfort with high call volumes and objection handling
  • Strong communication, storytelling, and relationship-building skills
  • Familiarity with financial planning and/or the CFP® designation (preferred)
  • Self-motivated, goal-driven, and coachable mindset

Benefits

  • Impact the careers of thousands of future CFP® professionals
  • Thrive in a performance-driven team culture with uncapped earning potential
  • Access to ongoing training and development
  • Competitive compensation and benefits

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