Demand Center Outbound Sales Specialist

The Demand Center Outbound Sales Specialist supports Cetera’s growth efforts by identifying, qualifying, and nurturing prospective financial advisor opportunities through outbound prospecting. This role serves as an early point of contact for prospective advisors, using a consultative approach to understand business needs, build interest in Cetera’s value proposition, and determine whether opportunities are ready for further engagement by Business Development or other appropriate partners. The Specialist partners with Demand Center, Marketing, profiling, and sales teams to support lead generation campaigns, maintain accurate activity records, and help create a balanced pipeline across assigned channels or territories. Success is measured by quality of prospect engagement, timely follow-up, accurate lead qualification and documentation, contribution to sales-ready pipeline, and consistent collaboration with internal partners. 

• →3+ years of experience in sales, business development, outbound lead generation, customer service, or a related client- or prospect-facing environment, preferably in a B2B setting. 

•  Wealth management, financial services, advisor recruiting, marketing automation, Salesforce or similar CRM tools, lead generation tools, or consultative outbound sales environments. 

• Job-specific skills include outbound prospecting, lead qualification, consultative selling, pipeline development, account research, pre-call preparation, opportunity qualification, objection handling, CRM documentation, campaign follow-up, time management, and clear communication with prospective advisors and internal partners. The role also requires the ability to understand prospect business needs and connect those needs to relevant Cetera capabilities, value propositions, and appropriate next steps. 
•  Proficiency with Microsoft Office and standard corporate productivity tools is also expected. 
• Goal-oriented with a demonstrated ability to consistently work toward prospecting, qualification, activity, and pipeline-generation targets. 
• Self-motivated and resilient, with the ability to work independently, maintain consistent outbound activity, and collaborate effectively across Sales and Marketing teams. 
• Ability to prioritize effectively and perform in a fast-paced, dynamic sales environment with competing prospecting and follow-up priorities. 

Other Requirements 

• This role is remote and may be performed from an approved remote work location in accordance with Company policy. 
• Travel requirement: Up to 25%. 

Compensation: 

The salary range for this role is $75,000, plus competitive incentive compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and location. Compensation ranges may differ significantly due to geography and cost of labor considerations. 

#LI-Remote