Colibrigroup4mo ago

Account Executive

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SalesAccount Executive

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Quick Summary

Overview

At Colibri, culture is a critical part of our collective success, and we live our values everyday: Love, Joy, Boldness, Teamwork and Curiosity. These values guide our interactions with each other, our customers, and the community as a whole. We have a rich and storied history.

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At Colibri, culture is a critical part of our collective success, and we live our values everyday: Love, Joy,

Boldness, Teamwork and Curiosity. These values guide our interactions with each other, our customers,

and the community as a whole.

We have a rich and storied history. Colibri is one of the pioneers of online professional education,

introducing some of the first web-based professional education courses in 2001. Today, the company’s

family of brands are the leading online professional education platforms in their respective end-markets.

We proudly serve >1 million customers annually and employ more than 1,500 mission-aligned

professionals. To learn more, please visit: www.colibrigroup.com

Position Overview:

Are you a persuasive communicator with a passion for helping professionals excel in their careers? We're seeking a high-energy Sales Development Representative (SDR) to drive outreach and sales of our Certified Financial Planner™ (CFP®) education and exam prep programs to leading financial services firms across the country.

This position is ideal for someone who thrives in a dynamic, high-volume environment and loves turning cold calls into warm relationships. Your mission is to introduce target firm employees to the value of CFP® certification and help them invest in their own personal career growth.

Make a minimum 60-80+ 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

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

Impact the careers of thousands of future CFP® professionals