Edtech.com's Summary

Kaplan is hiring a Supervisor, Wealth Management Sales Development to lead a team focused on generating qualified B2B and B2B2C sales leads. The role involves mentoring a team, collaborating with sales and marketing departments, and managing client relationships to drive revenue growth in wealth management offerings.

Highlights

Lead and mentor a team of 4+ sales development representatives to achieve sales goals.
Generate qualified B2B and B2B2C sales leads through various outreach methods including calls, emails, webinars, and site visits.
Coach and train team members on Wealth Management products and handle escalated issues.
Collaborate with Sales, Wealth Management Specialists, Inside Sales, Customer Success, and Marketing teams.
Manage assigned branch-level accounts and partner with National Account Director to meet goals.
Proficient in Salesforce and Microsoft Office required.
Bachelor’s degree or equivalent experience; minimum 2 years sales experience and 1 year leadership experience.
Strong verbal and written communication skills with the ability to present in group settings and webinars.
Travel requirement approximately 20% for client visits and conferences.
Compensation range: $64,000 - $100,000 with comprehensive benefits including retirement contributions, tuition assistance, and paid time off.

Supervisor, Wealth Management Sales Development Full Description

Supervisor, Wealth Management Sales Development

Remote/Nationwide, USA

Full time

Job Title Supervisor, Wealth Management Sales Development

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 Supervisor of the Wealth Management Sales Development Team will lead a team of 4+ individuals that are responsible for generating qualified B2B and B2B2C leads that result in sales. The supervisor is also expected to generate qualified leads by communicating appropriate offerings based on client needs and be able to identify opportunities beyond Wealth Management offerings.

Job Responsibilities:

Work closely with Sales leaders within the organization to understand B2B and B2B2C goals and determine best methods to generate qualified leads.
Mentor and inspire a team of 4+ individuals to meet established Sales Goals through the Identification, Contacting, and Qualifying of sales leads.
Responsible for coaching and directing day to day activities for assigned team.
Act as a subject matter expert for their team, training the team on Wealth Management offerings, and assisting with complex or escalated issues.
Focus on balance between both client and business needs.
Establish and track goals associated with the generation of qualified sales leads and relationship development and report results to Wealth Management and Sales leaders.
Contact corporate 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 at the branch level.
Work closely with Wealth Management Specialist to ensure qualified leads result in sales and meeting revenue goals.
Collaborate with Inside Sales and CSS/CSM to meet client and business needs.
Schedule and conduct Wealth Management webinars and follow up with attendees to generate qualified sales leads.
Partner with National Account Director to ensure established goals are met.
Proactively reach out to assigned clients to schedule and attend site visits.
Work closely with Marketing to ensure appropriate collateral is used for trade shows and site visits.
Work with Implementation and CSS/CSM to request the creation of discount codes and portals for corporate client.

Minimum Requirements:

Bachelor’s degree or equivalent education and experience
2 years sales experience and at least 1 year leadership/management experience
Proven Leadership/Management training/skills
Must be competent in SalesForce
Microsoft Office experience
Excellent verbal and written communication skills.
Effective small group presentation skills both in a live setting and via webinars.
Hands on experience with multiple sales techniques.
Ability to travel approximately 20% of the time (air/rail/car/overnight).
Ability to successfully collaborate and influence without authority.

Beyond base salary, our comprehensive total rewards package includes:
- Remote work provides a 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
- Comprehensive health benefits new hire eligibility starts on 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

We are committed to providing a supportive and rewarding work environment where every employee can thrive. You can learn more about our full benefits package and total rewards philosophy here.

At Kaplan, we believe in attracting, rewarding, and retaining exceptional talent. Our compensation philosophy is designed to be competitive within the market, reflecting the value we place on the skills, experience, and contributions of our employees, while taking into account labor market trends and total rewards.

For full-time positions, Kaplan has two Salary Grades. This position is Salary Grade B: $64,000 - $100,000. The specific compensation offered will be determined by a variety of factors, including but not limited to the candidate's qualifications, relevant experience, education, skills, and market data. We are an equal opportunity employer and comply with all applicable federal and state wage laws.

#LI-Remote

LocationRemote/Nationwide, USA

Additional Locations

Employee TypeEmployee

Job Functional Area

Business UnitBU00117 College for Financial Planning

Diversity & Inclusion Statement:

Kaplan is committed to cultivating an inclusive workplace that values diversity, promotes equity, and integrates inclusivity into all aspects of our operations. We are an equal opportunity employer and all qualified applicants will receive consideration for employment regardless of age, race, creed, color, national origin, ancestry, marital status, sexual orientation, gender identity or expression, disability, veteran status, nationality, or sex. We believe that diversity strengthens our organization, fuels innovation, and improves our ability to serve our students, customers, and communities. Learn more about our culture here.

Kaplan considers qualified applicants for employment even if applicants have an arrest or conviction in their background check records. Kaplan complies with related background check regulations, including but not limited to, the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. There are various positions where certain convictions may disqualify applicants, such as those positions requiring interaction with minors, financial records, or other sensitive and/or confidential information.

Kaplan is a drug-free workplace and complies with applicable laws.

Original Job Description

Supervisor, Wealth Management Sales Development

Remote/Nationwide, USA

Full time

Job Title Supervisor, Wealth Management Sales Development

Job Description

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.

Job Responsibilities:

Work closely with Sales leaders within the organization to understand B2B and B2B2C goals and determine best methods to generate qualified leads.
Mentor and inspire a team of 4+ individuals to meet established Sales Goals through the Identification, Contacting, and Qualifying of sales leads.
Responsible for coaching and directing day to day activities for assigned team.
Act as a subject matter expert for their team, training the team on Wealth Management offerings, and assisting with complex or escalated issues.
Focus on balance between both client and business needs.
Establish and track goals associated with the generation of qualified sales leads and relationship development and report results to Wealth Management and Sales leaders.
Contact corporate 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 at the branch level.
Work closely with Wealth Management Specialist to ensure qualified leads result in sales and meeting revenue goals.
Collaborate with Inside Sales and CSS/CSM to meet client and business needs.
Schedule and conduct Wealth Management webinars and follow up with attendees to generate qualified sales leads.
Partner with National Account Director to ensure established goals are met.
Proactively reach out to assigned clients to schedule and attend site visits.
Work closely with Marketing to ensure appropriate collateral is used for trade shows and site visits.
Work with Implementation and CSS/CSM to request the creation of discount codes and portals for corporate client.

Minimum Requirements:

Bachelor’s degree or equivalent education and experience
2 years sales experience and at least 1 year leadership/management experience
Proven Leadership/Management training/skills
Must be competent in SalesForce
Microsoft Office experience
Excellent verbal and written communication skills.
Effective small group presentation skills both in a live setting and via webinars.
Hands on experience with multiple sales techniques.
Ability to travel approximately 20% of the time (air/rail/car/overnight).
Ability to successfully collaborate and influence without authority.

#LI-Remote

LocationRemote/Nationwide, USA

Additional Locations

Employee TypeEmployee

Job Functional Area

Business UnitBU00117 College for Financial Planning

Diversity & Inclusion Statement:

Kaplan is a drug-free workplace and complies with applicable laws.

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Supervisor, Wealth Management Sales Development

Edtech.com's Summary

Supervisor, Wealth Management Sales Development Full Description

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