Business Development - Sales Development Representative

Job description

Bluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful, growing wealth management businesses from inside and outside of the Kestra Holdings ecosystem, promoting advisor autonomy and entrepreneurship while providing operation scale and efficiencies for its partner firms. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients. Lead with Purpose. Partner with Impact. As a Sales Development Representative (SDR) – B2C at Bluespring Wealth Partners, you will play a critical role in driving firm growth by identifying, engaging, and qualifying high net worth consumer prospects seeking financial advice. This role sits at the front end of Bluespring’s consumer sales funnel and is responsible for generating activity, qualifying interest, and scheduling introductory meetings between consumers and Bluespring Wealth Advisors. You will work a high velocity mix of inbound and outbound leads, follow up immediately on Marketing Qualified Leads (MQL...