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crm hubspot financial services salesforce b2b sales📋 Description
- Make 60-80 outbound calls daily to targets at top financial services firms
- Qualify leads, schedule demos and webinars, and book enrollments
- Tailor messaging for firms of varying sizes, specialties, and goals
- Maintain activity records in CRM (HubSpot/Salesforce)
- Collaborate with senior sales and marketing to refine lead gen strategies
- Stay informed on CFP education trends and CFP certification
🎯 Requirements
- 1–3 years of B2B sales or lead gen experience (education or financial services a plus)
- Comfortable with high call volumes and objection handling
- Strong communication, storytelling, and relationship-building skills
- Familiarity with financial planning and CFP designation (preferred)
- Self-motivated, goal-driven, and coachable mindset
🎁 Benefits
- Impact the careers of future CFP professionals
- Performance-driven culture with uncapped earning potential
- Access to ongoing training and development
- Competitive compensation and benefits
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