Wealth Management Sales Development Specialist

Job Title 

Job Description

For more than 80 years, Kaplan has been a trailblazer in education and professional advancement. We are a global company at the intersection of education and technology, focused on collaboration, innovation, and creativity to deliver a best-in-class educational experience and make Kaplan a great place to work.

The future of education is here and we are eager to work alongside those who want to make a positive impact and inspire change in the world around them.

The ​​Wealth Management Sales Development Specialist is responsible for Identifying, Contacting, and Qualifying B2B, B2B2C and University partnership sales leads that result in sales. The specialist is responsible for lead development, cultivation and sales conversions. Must work cross functionally with Sales,  Marketing, Account Management and student support teams.

Job Responsibilities:

• Contact corporate and University clients to build meaningful and long lasting relationships to generate qualified B2B and B2B2C sales leads though outbound calls, email, webinars, site visits, and conferences.

• Responsible for account management on assigned accounts and Universities.

• Work closely with Wealth Management Specialists to ensure qualified leads result in sales and meeting revenue goals.

•  Schedule and conduct Wealth Management webinars and follow up with attendees to generate qualified sales leads.

• Partner with  sales to ensure established goals are met.

• Work closely with Marketing to ensure appropriate collateral is used for trade shows and site visits.

• Work with necessary teams to ensure client initiatives are supported throughout the sales process.

• ​​Maintain current working level of knowledge on Wealth Management offerings.

 Minimum Requirements:

• Bachelor’s degree or equivalent education and experience in Business, Marketing, or any relevant field     

• 1+ years of experience in Sales 

• Must be familiar with SalesForce   

• Microsoft Office knowledge

• Hands on experience with multiple sales techniques

• Excellent verbal and written communication skills

• Effective small group presentation skills both in a live setting and via webinars

• Ability to travel approximately 25% of the time (air/rail/car/overnight)

• Ability to successfully collaborate and influence without authority

We offer a competitive benefits package including:

Remote work providing flexible work/life balance
Comprehensive Retirement Package automatically enrolled in The Company Contribution Plan (8-10% annual company contribution based on tenure)
Our Gift of Knowledge Program provides tuition assistance and substantial discounts for our employees and close family members
Competitive health benefits and new hire eligibility starts day-1 of employment
Generous Paid Time Off includes paid holidays, vacation, personal, sick paid time-off, plus one (1) volunteer day and one (1) diversity and inclusion day to participate and give back to our local communities
And so much more!

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#LI-Remote

This position is a Salary Grade A: $31,200 to $78,600

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Business Unit

At Kaplan, we recognize the importance of attracting and retaining top talent to drive our success in a competitive market. Our salary structure and compensation philosophy reflect the value we place on the experience, education, and skills that our employees bring to the organization, taking into consideration labor market trends and total rewards.  All positions with Kaplan are paid at least $15 per hour or $31,200 per year for full-time positions. Additionally, certain positions are bonus or commission-eligible.   And we have a comprehensive benefits package, learn more about our benefits here.

Diversity & Inclusion Statement:

Kaplan is an Equal Opportunity Employer.   Our employees’ diverse range of perspectives, ideas, and backgrounds give Kaplan a competitive edge in anticipating and surpassing the needs of our students in today's global marketplace. We are dedicated to cultivating an inclusive workplace that values diversity, promotes equity, and integrates inclusivity into all aspects of our operations. We strongly believe that diversity strengthens our organization, fuels innovation, and improves our capacity to effectively serve our customers and communities.  Learn more about our culture here.