Kaplan
Wealth Management Sales Development Specialist
🇺🇸 Remote - US
🕑 Full-Time
💰 $31K - $79K
💻 Sales
🗓️ October 1st, 2025
B2B2C
Salesforce
Edtech.com's Summary
Kaplan is hiring a Wealth Management Sales Development Specialist. This role involves identifying, contacting, and qualifying sales leads in B2B, B2B2C, and university partnership segments, while collaborating with sales, marketing, and student support teams to convert leads into sales and manage accounts.
Highlights
- Generate qualified sales leads through outbound calls, email, webinars, site visits, and conferences.
- Manage assigned accounts and university partnerships to build long-lasting client relationships.
- Collaborate closely with Wealth Management Specialists and marketing teams to meet sales and revenue targets.
- Schedule and conduct webinars and follow up to drive lead conversion.
- Maintain up-to-date knowledge of Wealth Management offerings.
- Required skills include SalesForce and Microsoft Office proficiency.
- Applicants must have a bachelor's degree or equivalent, with at least 1 year of sales experience.
- Effective verbal and written communication skills, including presentation abilities for live and webinar settings.
- Position requires approximately 25% travel involving various transportation modes.
- Salary range is $31,200 to $78,600 with comprehensive benefits including retirement contributions, tuition assistance, and paid time off.
Wealth Management Sales Development Specialist Full Description
Wealth Management Sales Development Specialist
Remote/Nationwide, USA
Full time
Job Title
Wealth Management Sales Development Specialist
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
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 offers two salary grades. This position is Salary Grade A: $31,200 to $78,600. 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
Location
Remote/Nationwide, USA
Additional Locations
Employee Type
Employee
Job Functional Area
Business Unit
BU00117 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.
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