Sales Development Representative

We're seeking a high-energy Sales Development Representative (SDR) to drive outreach and sales of our Certified Financial Planner™ (CFP®) education and exam prep programs to leading financial services firms across the country. This position is ideal for someone who thrives in a dynamic, high-volume environment and loves turning cold calls into warm relationships. Your mission is to introduce target firm employees to the value of CFP® certification and help them invest in their own personal career growth. Make a minimum 40+ outbound calls daily to candidates and decision-makers at top financial services firms. Qualify leads, schedule/run product demos and webinars, and book enrollments. Tailor messaging to various firm sizes, specialties, and training goals. Maintain accurate and detailed activity records in CRM (e.g., HubSpot/Salesforce). Collaborate with senior sales team members and marketing to refine lead generation strategies. Stay informed about trends in financial advisor education and CFP® certification.