Demand Center Outbound Sales Specialist

What You'll Do

• The driving force for identifying and creating high-value opportunities in the sales pipeline and the first line of relationship development with prospective high-value accounts.
• Deliver a “consultative”/” need-based” approach to selling; taking time to understand the prospect’s business, their goals, objectives, and challenges before recommending a solution. Outbound prospecting activities would include cold calling, emailing, and social media outreach to identify potential clients within target markets.
• Prospect, educate, qualify, and develop Target Accounts and inbound leads to create sales-ready leads and opportunities.
• Quickly route prospects to appropriate channels/colleagues to assist in solving problems and driving value.
• Cultivates & provides education on areas of interest for under-informed prospects and sell-in value propositions.
• Utilize lead generation tools, databases, and online resources to build and maintain a pipeline of qualified leads.
• Researching target accounts, identifying decision-makers, generating interest, and developing accounts to stimulate need.
• Engage with leads to understand their business needs, challenges, and priorities.
• Conduct thorough qualification assessments to determine the fit between the prospect's requirements and our company's offerings.
• Document all prospect interactions, activities, and outcomes accurately and comprehensively in CRM software or other sales tools.
• Work closely with the Marketing team to run and assist in performing lead generation campaigns and follow-up on leads.
• Follow up with leads in a timely and persistent manner, continuing to nurture them with relevant & engaging content to retain an interest in Cetera.
• Run outbound campaigns to ensure a balanced pipeline built across channels/territories
• Providing closed-loop feedback to the Demand Center organization to ensure continuous process optimizations.
• Continuously learn about industry trends, market developments, and competitor strategies.
• What You Need to Have:
• High School Diploma or equivalent; additional education or certifications in Sales or Customer Service is desirable.
• 3+ years of experience in sales, business development, or outbound lead generation, preferably in a B2B environment.
• Track record of successful business development in enterprise solutions, software, Finance, or tech sales environments.
• Experience running all areas of the SDR process including account planning, pre-call preparation, opportunity qualification, and objection handling.
• Strong communication and interpersonal skills, with the ability to engage effectively with diverse stakeholders.
• Demonstrated ability to work effectively in a fast-paced, dynamic environment.
• Proficient with standard corporate efficiency tools (email, voicemail, MS Office) and experience with sales tools such as Salesforce, and lead generation tools like PhoneBurner.
• Goal-oriented mindset with a track record of meeting or exceeding targets.
• Self-starter with high motivation, independence, resilience, and ability to collaborate with sales & marketing teams to deliver pipe creation goals.
• Ability to quickly learn & understand sophisticated business problems & translate customers' needs into solution plays.
• Strong time management and ability to energetically prioritize key tasks.
• Standout colleague with the ability to work well with multiple partners across sales, marketing & solution teams.
• What's Nice to Have:
• Proficiency in using CRM systems and MS Suite, other sales tools is a plus.
• Prior experience working in the Wealth Management industry or with a broker-dealer.