Wealth Management Sales Development Specialist
Kaplan, Inc., Fort Lauderdale, Florida, us, 33336
**Job Title**Wealth Management Sales Development Specialist**Job Description**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.****Job Responsibilities:***** Contact corporate and University clients to build meaningful and long lasting relationships to generate qualified B2B and B2B2C sales leads though 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.****Minimum Requirements:***** 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 SalesForce* 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**Beyond base salary, our comprehensive total rewards package includes:**
**- 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 (1) volunteer day and one (1) 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 philosophyAt 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**Location**Remote/Nationwide, USA**Additional Locations****Employee Type**Employee**Job Functional Area****Business Unit**BU00117 College for Financial Planning**Diversity & Inclusion Statement:**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 qualified applicants will receive consideration for employment regardless of age, race, creed, color, national origin, ancestry, marital status, sexual orientation, gender identity or expression, disability, veteran status, nationality, or sex. We believe that diversity strengthens our organization, fuels innovation, and improves our ability to serve our students, customers, and communities. Learn more about our culture .Kaplan considers qualified applicants for employment even if applicants have an arrest or conviction in their background check records. Kaplan complies with related background check regulations, including but not limited to, the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
There are various positions where certain convictions may disqualify applicants, such as those positions requiring interaction with minors, financial records, or other sensitive and/or confidential information.*Kaplan is a drug-free workplace and complies with applicable laws.*Kaplan, Inc. is a global educational services company, with about 10,000 employees and operations in 26 countries. We serve 1.2 million students each year and partner with about 4,000 educational institutions and 13,000 corporations across the world. Kaplan is the largest subsidiary of Graham Holdings Company (NYSE: GHC).Across its 85-year history, first as a pioneer of the test prep industry, then as an early online education leader, and now as a global education provider, Kaplan has been recognized for expanding educational access and improving student outcomes through innovative uses of technology, instructional design, and learning science. We’ve been recognized as a Top Workplace for Innovators and Brands That Matter (Fast Company); and as one of America’s Top 100 employers (Forbes).Kaplan’s US-based businesses provide individuals, educational institutions, businesses and governments a broad array of services, supporting our students and partners to meet their diverse and evolving needs throughout their educational and professional journeys. Among the services provided are test preparation, coaching and advising, performance training, industry credentialing, and university support services, online enablement, analytics, and marketing. The test preparation and professional products are offered in the market under our brand names such as Kaplan, Kaplan Financial Education, Kaplan Schweser, PPI, College for Financial Planning, and Manhattan Prep. Headquartered in Fort Lauderdale, FL, employees who support Kaplan’s North America division work primarily remotely across the US and in our corporate campus in Bengaluru, India.*knarecruiting@kaplan.com**.* #J-18808-Ljbffr
Marketing, Account Management and student support teams.****Job Responsibilities:***** Contact corporate and University clients to build meaningful and long lasting relationships to generate qualified B2B and B2B2C sales leads though 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.****Minimum Requirements:***** 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 SalesForce* 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**Beyond base salary, our comprehensive total rewards package includes:**
**- 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 (1) volunteer day and one (1) 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 philosophyAt 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**Location**Remote/Nationwide, USA**Additional Locations****Employee Type**Employee**Job Functional Area****Business Unit**BU00117 College for Financial Planning**Diversity & Inclusion Statement:**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 qualified applicants will receive consideration for employment regardless of age, race, creed, color, national origin, ancestry, marital status, sexual orientation, gender identity or expression, disability, veteran status, nationality, or sex. We believe that diversity strengthens our organization, fuels innovation, and improves our ability to serve our students, customers, and communities. Learn more about our culture .Kaplan considers qualified applicants for employment even if applicants have an arrest or conviction in their background check records. Kaplan complies with related background check regulations, including but not limited to, the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
There are various positions where certain convictions may disqualify applicants, such as those positions requiring interaction with minors, financial records, or other sensitive and/or confidential information.*Kaplan is a drug-free workplace and complies with applicable laws.*Kaplan, Inc. is a global educational services company, with about 10,000 employees and operations in 26 countries. We serve 1.2 million students each year and partner with about 4,000 educational institutions and 13,000 corporations across the world. Kaplan is the largest subsidiary of Graham Holdings Company (NYSE: GHC).Across its 85-year history, first as a pioneer of the test prep industry, then as an early online education leader, and now as a global education provider, Kaplan has been recognized for expanding educational access and improving student outcomes through innovative uses of technology, instructional design, and learning science. We’ve been recognized as a Top Workplace for Innovators and Brands That Matter (Fast Company); and as one of America’s Top 100 employers (Forbes).Kaplan’s US-based businesses provide individuals, educational institutions, businesses and governments a broad array of services, supporting our students and partners to meet their diverse and evolving needs throughout their educational and professional journeys. Among the services provided are test preparation, coaching and advising, performance training, industry credentialing, and university support services, online enablement, analytics, and marketing. The test preparation and professional products are offered in the market under our brand names such as Kaplan, Kaplan Financial Education, Kaplan Schweser, PPI, College for Financial Planning, and Manhattan Prep. Headquartered in Fort Lauderdale, FL, employees who support Kaplan’s North America division work primarily remotely across the US and in our corporate campus in Bengaluru, India.*knarecruiting@kaplan.com**.* #J-18808-Ljbffr