Sales Development Specialist

About WealthMax Financial Group WealthMax Financial Group is a Financial Planning firm specializing in helping clients maximize their retirement income. Our mission is to empower individuals to achieve their desired lifestyle during the second chapter of life. Through customized strategies and dedicated support, we aim to help our clients secure financial stability and confidence in retirement.

Role: Sales Development Specialist This is a full-time, on‑site position located in Bristol, RI. The role involves generating leads, nurturing client relationships, and driving sales to contribute to the growth of WealthMax Financial Group.

Responsibilities

Prospecting potential clients

Developing outreach strategies

Providing exceptional customer service

Supporting the sales team in executing effective sales processes

Qualifications

Proven skills in Lead Generation and Sales

Strong communication and customer service abilities

Experience in Sales Management, with a focus on achieving and exceeding targets

Excellent interpersonal and relationship‑building skills

Ability to work in a fast‑paced, collaborative, on‑site environment

Bachelor’s degree in Business, Marketing, or a related field is preferred

Previous experience in financial services or a related industry is a plus

Seniority Level Entry Level

Employment Type Full‑time

Job Function Sales and Business Development

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