Sales Development Representative

Kestra • Austin, TX

18d

About The Position

Bluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful, growing wealth management businesses from inside and outside of the Kestra Holdings ecosystem, promoting advisor autonomy and entrepreneurship while providing operation scale and efficiencies for its partner firms. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.
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.
• FINRA Series 7 or combination of FINRA Series 6 and 63 licenses is considered an asset.
• 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 in B2B financial services is considered an asset.
• Experience with Salesforce or similar CRM systems is strongly preferred.

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.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees