Outbound Sales Specialist

CETERA

. Identify and create high-value opportunities in the sales pipeline .

Posted 10/16/2026full-timeRemote • United StatesMid-LevelSenior💰 $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in outbound lead generation and business development, utilizing a consultative sales approach to identify and nurture high-value opportunities. Proficient in leveraging CRM tools and lead-generation technologies to optimize sales processes and drive results.

Highest-signal resume keywords

Outbound Lead GenerationConsultative Sales ApproachCRM ProficiencyB2B Sales ExperienceAccount Planning

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales Development Representative (SDR) ProcessOpportunity QualificationObjection HandlingLead QualificationAccount Research

Soft Skills

Strong Communication SkillsInterpersonal SkillsTime ManagementPrioritization SkillsAbility to Work Independently

Tools & Technologies

SalesforceMS OfficeLead Generation ToolsPhoneBurnerCRM Software

Certifications & Qualifications

Sales CertificationCustomer Service Certification

Industry Keywords

B2B EnvironmentEnterprise SolutionsSoftware SalesFinance SalesWealth Management

About the role

Key responsibilities & impact

Identify and create high-value opportunities in the sales pipeline
Develop relationships with prospective high-value accounts
Use a consultative, needs-based sales approach
Conduct outbound prospecting through cold calling, email, and social media
Prospect, educate, qualify, and develop target accounts and inbound leads
Route prospects to appropriate channels and colleagues
Educate prospects and communicate value propositions
Use lead-generation tools, databases, and online resources to build and maintain a qualified-lead pipeline
Research target accounts, identify decision-makers, generate interest, and develop accounts
Understand leads' business needs, challenges, and priorities
Conduct qualification assessments
Document prospect interactions, activities, and outcomes in CRM and sales tools
Collaborate with Marketing on lead-generation campaigns and lead follow-up
Nurture leads with relevant content
Run outbound campaigns across channels and territories
Provide closed-loop feedback to the Demand Center organization for process optimization
Stay current on industry trends, market developments, and competitor strategies

Requirements

What you’ll need

High School Diploma or equivalent
3+ years of experience in sales, business development, or outbound lead generation, preferably in a B2B environment
Track record of successful business development in enterprise solutions, software, Finance, or tech sales environments
Experience running all areas of the SDR process, including account planning, pre-call preparation, opportunity qualification, and objection handling
Strong communication and interpersonal skills
Ability to work effectively in a fast-paced, dynamic environment
Proficiency with email, voicemail, MS Office, Salesforce, and lead generation tools such as PhoneBurner
Track record of meeting or exceeding targets
Ability to work independently and collaborate with sales and marketing teams
Ability to understand sophisticated business problems and translate customer needs into solution plays
Strong time management and prioritization skills
Additional education or certifications in Sales or Customer Service desirable
Prior Wealth Management or broker-dealer experience is a plus
Up to 25% travel

Benefits

Comp & perks

Inclusive health, dental, vision, and life insurance plans
Mental health benefits
20+ days of paid time off (PTO)
Paid holidays
2 paid wellness days
401(k) savings plan with company contribution up to 5%
Access to a financial professional for financial planning
Paid parental leave
Health Savings Account options
Flexible Spending Account options
Employee Assistance Program (EAP)
LifeLock identity theft protection
Pet insurance
Paid caregiver leave
Additional voluntary benefits
Competitive incentive compensation package
Remote work arrangement