Sales Development Representative, Dynasty Connect at Dynasty Financial Partners

St. Petersburg, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Apr, 26

Salary

0.0

Posted On

28 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Experience, Cold-Calling, Lead Nurturing, CRM Software, Communication Skills, Interpersonal Skills, Customer Service Skills, Data Interpretation, Time Management, Detail-Oriented

Industry

Financial Services

Description

Description Dynasty Financial Partners is a leading provider of technology and services to some of the largest and most sophisticated independent financial advisors in the United States. Dynasty has built a firm-within-a-firm to solve the problem of connecting high net worth consumers with financial advisors that are best equipped to meet their needs – Dynasty Connect. We are seeking an individual to join the firm as a Sales Development Representative (SDR). The SDR is an outgoing, well-spoken individual who will drive lead flow, qualify and nurture prospects, and manage a sales pipeline for Dynasty Connect. To be a successful SDR, you should have excellent communication, interpersonal, and client service skills. You should be detailed-oriented and be able to manage your time well. You should be a quick study in becoming conversational on a variety of topics and be comfortable in sales situations regarding those topics. Responsibilities: The Sales Development Representative will have responsibility and accountability for the following: Initiate contact with prospects through cold-calling or responding to inbound inquiries Manage a sales cycle with high fidelity data and reporting; utilize – and help improve – CRM for sales management Move leads through the sales cycle, nurture prospect relationships, arranging follow-up calls & meetings, and ultimately hand off warm prospects to be closed Update and manage all sales activities in CRM Build a technical proficiency in using Dynasty’s marketing and sales tools Be a team player within Dynasty Connect and wear different hats depending on the needs of the business Develop and hone a script for calls with customers that captures essential demographics to build strategic lead profiles Requirements QUALIFICATIONS: Bachelor’s Degree or higher Sales experience – preferably with a high-volume product or service Cold-calling and lead nurturing experience Experience using CRM and/or sales enablement software Ability to work in a team-based setting Work in-office 5-days a week Strong communication, interpersonal, and customer service skills Experience gathering, interpreting, and acting on sales data and KPIs About Dynasty Financial Partners Dynasty Financial Partners is a leading provider of technology and services to many of the nation’s largest and most sophisticated independent financial advisors. Dynasty powers the businesses of 50 Registered Investment Advisor (RIA) firms across the country, representing over $75 billion of assets on the Dynasty platform. Dynasty Network advisors provide holistic independent financial advice to high net worth and ultra-high net worth consumers around the world, several with client niches focused on entrepreneurs, business-owners, athletes, and celebrities. Dynasty was founded to democratize high-end and independent financial advice – empowering financial advisors to provide the investments tools, products and services that were previously only available to billionaires and large family offices to individual consumers and families around the world. Dynasty Connect is a fast-growing segment of Dynasty’s business model – focused on driving organic growth for our advisors by sourcing, nurturing, and closing new business on their behalf. With access to Dynasty’s technology, people, scale, and platform, our Network advisors’ businesses have the potential to run more profitably and grow faster. BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

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Responsibilities

The Sales Development Representative will initiate contact with prospects, manage a sales cycle, and nurture prospect relationships. They will also update sales activities in the CRM and develop call scripts to capture essential demographics.