Sales Development Representative

Kestra Holdings•Austin, TX

18d

About The Position

Lead with Purpose. Partner with Impact. As a Sales Development Representative (SDR) at Bluespring Wealth Partners you’ll play a critical role in generating new business by identifying and engaging prospective financial advisor firms and firm owners. You will create activity in the early and intermediate stages of our sales funnel, and you will create leads for our external recruiters to close. Your main goal will be to schedule meetings for our Business Development (BD) team by effectively sourcing leads, following up on Marketing Qualified Leads (MQLs), and progressing prospects through our sales funnel. This is a high energy, high activity role that directly supports firm growth and plays a vital part in filling the pipeline with quality opportunities.

Requirements

Bachelor's Degree preferred.
Proven experience (2 years) as a Sales Development Representative or in a similar role.
Proven ability to identify, attract, and engage high-quality prospects with a focus on conversion and long-term relationship building.
High energy, self-motivated, and goal-oriented with a proven ability to generate interest and drive pipeline growth.
Exceptional verbal and written communication skills with the ability to tailor messaging to various audiences.
Strong active listening and analytical thinking capabilities to uncover prospect needs and align them with Kestra’s and Bluespring Wealth Partner’s value proposition.
Demonstrated excellence in time management, organization, and pipeline prioritization.
Collaborative mindset with the ability to work cross-functionally in a team-oriented culture.
Experience with Salesforce or similar CRM systems is strongly preferred.

Nice To Haves

FINRA Series 7 or combination of FINRA Series 6 and 63 licenses is considered an asset.
Experience in B2B financial services is considered an asset.

Responsibilities

Relentlessly cold-call prospects with intensity, and purpose to generate interest and build awareness of Bluespring Wealth Partners.
Quickly and consistently follow up with marketing-qualified leads, warm-calling with urgency to convert interest into scheduled meetings for internal recruiters.
Drive scheduling efforts—own the coordination of meetings and demos with prospects for the External BD team, ensuring fast and seamless follow-through.
Ensure smooth transitions and hand-offs to BD representatives by providing comprehensive background information on each lead.
Research target and competitor accounts, monitor them for news of material changes, and build overall account knowledge.
Document all activity in Bluespring’s CRM (Salesforce).
Develop our outbound prospect lists.
Qualify leads and set appointments.
Utilize CRM tools to track and manage leads, ensuring timely follow-ups and proper lead nurturing.
Research target markets and industry trends to identify potential business opportunities.
Monitor and report on lead status and pipeline progress to management.