Remote Otter LogoRemoteOtter

Sales Development Representative - Remote

Posted Yesterday
Sales / Business
Full Time
USA

Overview

Colibri is seeking a high-energy Sales Development Representative (SDR) to drive outreach and sales of Certified Financial Planner™ (CFP®) education and exam prep programs to leading financial services firms across the country.

In Short

  • 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.

Requirements

  • 1–3 years of B2B sales or lead generation experience (education or financial services background is a plus).
  • Comfort with high call volumes and objection handling.
  • Strong communication, storytelling, and relationship-building skills.
  • Familiarity with financial planning and/or the CFP® designation (preferred).
  • Self-motivated, goal-driven, and coachable mindset.

Benefits

  • Impact the careers of thousands of future CFP® professionals.
  • Thrive in a performance-driven team culture with uncapped earning potential.
  • Access to ongoing training and development.
  • Competitive compensation and benefits.
Colibri Group logo

Colibri Group

Colibri Group is a dynamic organization that prioritizes a strong cultural foundation, guided by values of Love, Joy, Boldness, Teamwork, and Curiosity. As the parent company of XCEL Testing Solutions, Colibri Group is recognized as the leading provider of Online Insurance Education, serving over 25 million students with a research-based learning approach. Their innovative 'Preparing People to Pass' e-learning platform offers a comprehensive suite of online resources, including interactive assessments and customized learning paths, ensuring flexibility and accessibility for learners. Committed to fostering a diverse and inclusive workplace, Colibri Group actively encourages applicants from all backgrounds to join their team and contribute to their mission of creating lifelong customers.

Share This Job!

Save This Job!

Similar Jobs:

Jobgether

Sales Development Representative - Remote

Jobgether

Yesterday

Join Sales Focus Inc. as a Sales Development Representative to engage with clients and drive business growth.

NC, USA
Full-time
Sales / Business
Distro logo

Sales Development Representative - Remote

Distro

2 days ago

Join our team as a Sales Development Representative to drive lead generation and appointment setting with a focus on B2B sales.

Philippines
Full-time
Sales / Business
Getwingapp logo

Sales Development Representative - Remote

Getwingapp

2 days ago

Join a fast-growing tech platform as a Sales Development Representative, helping to drive sales and manage leads.

PH
Full-time
Sales / Business
Wrike Careers Page logo

Sales Development Representative - Remote

Wrike Careers Page

5 days ago

Join Wrike as a Sales Development Representative to connect with potential customers and drive sales growth.

Czech Republic
Full-time
Sales / Business
Wrike Careers Page logo

Sales Development Representative - Remote

Wrike Careers Page

5 days ago

Join Wrike as a Sales Development Representative to drive customer engagement and build sales pipelines.

Ireland
Full-time
Sales / Business