Demand Center Outbound Sales Specialist

Cetera•United States,

1d•Remote

About The Position

Cetera Financial Group is seeking a Demand Center Outbound Sales Specialist to drive revenue growth by identifying and qualifying new business opportunities. This remote role generates and nurtures leads through outbound prospecting, engages prospective Financial Advisors, and qualifies prospects before referring them to the sales team. The specialist is often the first point of contact for prospective advisors and helps establish the basis for successful client relationships. The role uses a consultative, needs-based sales approach to understand prospects’ businesses, goals, objectives, and challenges before recommending solutions. It includes outbound outreach, account research and development, lead qualification, pipeline management, timely follow-up, accurate CRM documentation, and coordination with Marketing and sales colleagues. The specialist also provides prospect education, feedback to improve Demand Center processes, and keeps up with industry and market developments. Travel may be up to 25%.

Requirements

High school diploma or equivalent.
At least 3 years of experience in sales, business development, or outbound lead generation, preferably in a B2B environment.
Track record of successful business development in enterprise solutions, software, finance, or technology sales environments.
Experience across the SDR process, including account planning, pre-call preparation, opportunity qualification, and objection handling.
Strong communication and interpersonal skills, with the ability to engage effectively with diverse stakeholders.
Ability to work effectively in a fast-paced, dynamic environment.
Proficiency with standard corporate productivity tools, including email, voicemail, and Microsoft Office.
Experience with sales tools such as Salesforce and lead-generation tools such as PhoneBurner.
Goal-oriented mindset and a track record of meeting or exceeding targets.
Self-motivation, independence, resilience, and ability to collaborate with sales and marketing teams to meet pipeline-creation goals.
Ability to quickly learn and understand sophisticated business problems and translate customer needs into solution plays.
Strong time-management skills and ability to prioritize key tasks energetically.
Ability to work well with partners across sales, marketing, and solution teams.

Nice To Haves

Additional education or certifications in sales or customer service.
Proficiency with CRM systems, Microsoft Suite, and other sales tools.
Prior experience in the wealth management industry or with a broker-dealer.

Responsibilities

Identify and create high-value opportunities in the sales pipeline and develop relationships with prospective high-value accounts.
Use a consultative, needs-based sales approach to understand prospects’ businesses, goals, objectives, and challenges before recommending solutions.
Conduct outbound prospecting through cold calling, email, and social media outreach to identify potential clients in target markets.
Prospect, educate, qualify, and develop target accounts and inbound leads into sales-ready leads and opportunities.
Route prospects to appropriate channels or colleagues to address problems and provide value.
Educate under-informed prospects and communicate value propositions.
Use lead-generation tools, databases, and online resources to build and maintain a pipeline of qualified leads.
Research target accounts, identify decision-makers, generate interest, and develop accounts to stimulate need.
Engage leads to understand their business needs, challenges, and priorities.
Conduct qualification assessments to determine whether prospects’ requirements fit the company’s offerings.
Document prospect interactions, activities, and outcomes accurately in CRM software or other sales tools.
Work with Marketing on lead-generation campaigns and follow up on campaign leads.
Follow up persistently and promptly, nurturing leads with relevant, engaging content to maintain interest in Cetera.
Run outbound campaigns to build a balanced pipeline across channels and territories.
Provide closed-loop feedback to the Demand Center organization to support ongoing process improvements.
Learn about industry trends, market developments, and competitor strategies.

Benefits

Inclusive health, dental, vision, and life insurance plans.
Access to mental health benefits.
More than 20 days of paid time off, paid holidays, and two paid wellness days.
401(k) savings plan with company contributions of up to 5%.
Access to a financial professional for financial planning.
Paid parental leave for birth, adoption, and fostering.
Health Savings Account and Flexible Spending Account options for healthcare, daycare, commuting, and other expenses.
Employee Assistance Program (EAP).
LifeLock identity theft protection.
Pet insurance.
Paid caregiver leave for caring for an ill or recovering family member.
Other voluntary benefits.