The Role
This role involves making outbound calls to potential clients at financial firms, qualifying leads, scheduling demos, and maintaining CRM records.
Summary Generated by Built In
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.
What You'll Do:
- 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
What You'll Need to be Successful:
- 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
Why Join Us?
- 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 welcomes applicants from all backgrounds and experiences, and we understand that not every candidate will meet every requirement listed in the job description. Research has shown that women and people of color may be less likely to apply to jobs unless they feel they meet every qualification, and we want to actively combat this bias in our hiring process. If you're excited about the role and believe you have the skills and experience to contribute to our team, we encourage you to apply, even if your background doesn't align perfectly with every qualification listed. We are committed to building a diverse and inclusive workplace, and we believe that diversity of perspectives and experiences is essential to our success. You may be just the right candidate for this role or another position within our organization. Don't hesitate to take the leap and apply today!
Skills Required
- 1-3 years of B2B sales or lead generation experience
- Familiarity with financial planning and/or the CFP designation
- Strong communication and relationship-building skills
- Comfort with high call volumes and objection handling
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The Company
What We Do
Colibri works with over 5 million professionals and partners to deliver best-in-class professional education for licensing, continuing education, test preparation, and career readiness. We believe quality education is the foundation for success. Our mission is to help professionals achieve more in their careers, which transcends into their day-to-day lives. We do this through products and career training that help professionals become licensed, keep their license and gain the skills necessary to perform at the top of their fields. Whether someone is just starting out or nearing retirement, our companies exist to serve individuals throughout their career so they can achieve personal and professional success.
