Wealth Management Sales Development Specialist

Job Title

Wealth Management Sales Development Specialist

For more than 80 years, Kaplan has been a trailblazer in education and professional advancement. We are a global company at the intersection of education and technology, focused on collaboration, innovation, and creativity to deliver a best-in-class educational experience and make Kaplan a great place to work.

The future of education is here and we are eager to work alongside those who want to make a positive impact and inspire change in the world around them.

The Wealth Management Sales Development Specialist is responsible for Identifying, Contacting, and Qualifying B2B, B2B2C and University partnership sales leads that result in sales. The specialist is responsible for lead development, cultivation and sales conversions. Must work cross functionally with Sales, Marketing, Account Management and student support teams.

• Contact corporate and University clients to build meaningful and long lasting relationships to generate qualified B2B and B2B2C sales leads through outbound calls, email, webinars, site visits, and conferences.
• Responsible for account management on assigned accounts and Universities.
• Work closely with Wealth Management Specialists to ensure qualified leads result in sales and meeting revenue goals.
• Schedule and conduct Wealth Management webinars and follow up with attendees to generate qualified sales leads.
• Partner with sales to ensure established goals are met.
• Work closely with Marketing to ensure appropriate collateral is used for trade shows and site visits.
• Work with necessary teams to ensure client initiatives are supported throughout the sales process.
• Maintain current working level of knowledge on Wealth Management offerings.

• Bachelor’s degree or equivalent education and experience in Business, Marketing, or any relevant field.
• 1+ years of experience in Sales.
• Must be familiar with Sales Force.
• Microsoft Office knowledge.
• Hands on experience with multiple sales techniques.
• Excellent verbal and written communication skills.
• Effective small group presentation skills both in a live setting and via webinars.
• Ability to travel approximately 25% of the time (air/rail/car/overnight).
• Ability to successfully collaborate and influence without authority.

• Remote work provides a flexible work/life balance.
• Comprehensive Retirement Package automatically enrolled in The Company Contribution Plan (8-10% annual company contribution based on tenure).
• Our Gift of Knowledge Program provides tuition assistance and substantial discounts for our employees and close family members.
• Comprehensive health benefits new hire eligibility starts on day 1 of employment.
• Generous Paid Time Off includes paid holidays, vacation, personal, sick paid time‑off, plus one volunteer day and one diversity and inclusion day to participate and give back to our local communities.

We are committed to providing a supportive and rewarding work environment where every employee can thrive. You can learn more about our full benefits package and total rewards philosophy here.

At Kaplan, we believe in attracting, rewarding, and retaining exceptional talent. Our compensation philosophy is designed to be competitive within the market, reflecting the value we place on the skills, experience, and contributions of our employees, while taking into account labor market trends and total rewards.

For full-time positions, Kaplan offers two salary grades. This position is Salary Grade A: $31,200 to $78,600. The specific compensation offered will be determined by a variety of factors, including but not limited to the candidate’s qualifications, relevant experience, education, skills, and market data. We are an equal opportunity employer and comply with all applicable federal and state wage laws.

#LI-Remote

Remote/Nationwide, USA

BU00117 College for Financial Planning

Kaplan is committed to cultivating an inclusive workplace that values diversity, promotes equity, and integrates inclusivity into all aspects of our operations. We are an equal opportunity employer and all…