Sales Development Representative at Dynasty… · St…

Summary: Dynasty Financial Partners is seeking a dynamic and driven Sales Development Representative (SDR) to join their growing Dynasty Connect team. In this role, you will generate new business opportunities by identifying and qualifying leads, nurturing relationships, and managing a robust sales pipeline. Responsibilities: - Proactively reach out to potential clients through cold-calling and respond to inbound inquiries, establishing initial contact and building relationships - Continuously search for and develop new methods to enhance lead flow, leveraging market research, industry trends, and creative thinking to identify untapped opportunities - Oversee the sales cycle with high fidelity data and reporting, ensuring accurate tracking and management of all sales activities in CRM - Move leads through the sales cycle, nurture prospect relationships, arranging follow-up calls & meetings, and ultimately referring out warm prospects to be closed - Represent Dynasty Financial Partners as a spokesperson on industry-related topics, building the company's brand and profile at conferences and industry events - Work closely with the Business Development Team to source new advisor opportunities, ensuring alignment and maximizing the effectiveness of lead generation efforts - Consistently meet or exceed annual targets set by Sales Leadership Required Qualifications: - Bachelor's Degree - Sales experience – preferably with a high-volume product or service - Experience using CRM such as Salesforce or Practifi - Ability to work in a team-based setting - Strong communication, interpersonal, and customer service skills - Experience gathering, interpreting, and acting on sales data and KPIs Required Skills: Sales, CRM, Salesforce, Practifi, Sales Data Analysis, KPI Analysis Benefits: Health Insurance, Dental insurance, Vision insurance, Retirement plan 401(k), 401(k) matching, Paid Time Off, FSA/HSA benefits plans, Disability benefits, Voluntary Life Insurance, Basic Life Insurance