• Identify and qualify new sales opportunities through inbound lead follow-up and proactive outbound prospecting. • Research prospective clients, identify key players, and generate interest. • Collaborate closely with the Sales team to develop and implement lead strategies and plans. • Schedule and conduct online product demonstrations and webinars. • Work with channel and distribution partners to leverage leads and build pipeline and awareness.

• Responding quickly to warm inbound leads via phone, email, and SMS • Qualifying prospects based on budget, urgency, hiring needs, and decision-maker access • Booking qualified discovery calls for senior sales leadership • Following up consistently on no-shows, stalled conversations, and re-engaged leads • Maintaining accurate notes, statuses, and activity tracking in the CRM • Communicating prospect feedback and objections to improve messaging and conversion • Managing a high-volume pipeline with professionalism and urgency

• Generate new business opportunities through inbound and outbound prospecting, including email, phone, social channels, events, and campaigns. • Identify, research, and qualify prospective clients by understanding their needs, challenges, and readiness to engage with sales. • Create and execute outreach sequences, including personalized email campaigns and cold-calling to map and penetrate accounts. • Engage existing customers as needed to identify cross-sell or expansion opportunities across a defined segment or product (as applicable to the team). • Educate and nurture leads to progress them toward a qualified meeting or next step in the buyer journey. • Maintain accurate and up-to-date lead and activity data in CRM and sales engagement tools. • Collaborate with Account Executives to ensure smooth and effective handoff of qualified opportunities. • Partner with Sales, Marketing, and other teams to continuously refine lead-generation processes, messaging, and workflow improvements. • Achieve or exceed monthly and quarterly targets for qualified meetings, Sales Qualified Opportunities, and pipeline contribution. • Participate in ongoing training, coaching, and skill development.

• 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