Are you a persuasive communicator with a passion for helping professionals excel in their careers? We're seeking a high-energy Sales Development Representative (SDR) to drive outreach and sales of our Certified Financial Planner™ (CFP®) education and exam prep programs to leading financial services firms across the country.
This position is ideal for someone who thrives in a dynamic, high-volume environment and loves turning cold calls into warm relationships. Your mission is to introduce target firm employees to the value of CFP® certification and help them invest in their own personal career growth.
What You'll Do:
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
What You'll Need to be Successful:
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
Why Join Us?
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
Additional Information
Colibri Group welcomes applicants from all backgrounds and experiences, and we understand that not every candidate will meet every requirement listed in the job description. Research has shown that women and people of color may be less likely to apply to jobs unless they feel they meet every qualification, and we want to actively combat this bias in our hiring process. If you're excited about the role and believe you have the skills and experience to contribute to our team, we encourage you to apply, even if your background doesn't align perfectly with every qualification listed. We are committed to building a diverse and inclusive workplace, and we believe that diversity of perspectives and experiences is essential to our success. You may be just the right candidate for this role or another position within our organization. Don't hesitate to take the leap and apply today!
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