Sales Development Representative, Dynasty Connect

Dynasty Financial Partners, LLC•St. Petersburg, FL

11d•Onsite

About The Position

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. 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.

Requirements

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

Responsibilities

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