Sales Development Representative, Dynasty Connect jobs in United States
cer-icon
Apply on Employer Site
company-logo

Dynasty Financial Partners · 2 hours ago

Sales Development Representative, Dynasty Connect

positionSt. Petersburg, FL
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Dynasty Financial Partners is a leading provider of technology and services to independent financial advisors in the United States. They are seeking a Sales Development Representative who will drive lead flow, qualify and nurture prospects, and manage a sales pipeline for Dynasty Connect.

AdviceConsultingFinanceFinancial ServicesWealth Management

Responsibilities

Initiate contact with prospects through cold-calling or responding to inbound inquiries
Manage a sales cycle with high fidelity data and reporting; utilize – and help improve – CRM for sales management
Move leads through the sales cycle, nurture prospect relationships, arranging follow-up calls & meetings, and ultimately hand off warm prospects to be closed
Update and manage all sales activities in CRM
Build a technical proficiency in using Dynasty’s marketing and sales tools
Be a team player within Dynasty Connect and wear different hats depending on the needs of the business
Develop and hone a script for calls with customers that captures essential demographics to build strategic lead profiles

Qualification

Sales experienceCold-callingCRM softwareLead nurturingSales data interpretationCustomer service skillsCommunication skillsInterpersonal skillsTeamwork

Required

Bachelor's Degree or higher
Sales experience – preferably with a high-volume product or service
Cold-calling and lead nurturing experience
Experience using CRM and/or sales enablement software
Ability to work in a team-based setting
Work in-office 5-days a week
Strong communication, interpersonal, and customer service skills
Experience gathering, interpreting, and acting on sales data and KPIs

Benefits

Health Insurance
Dental insurance
Vision insurance
Retirement plan 401(k)
401(k) matching
Paid Time Off
FSA/HSA benefits plans
Disability benefits
Voluntary Life Insurance
Basic Life Insurance

Company

Dynasty Financial Partners

twittertwittertwitter
company-logo
Dynasty Financial Partners provides wealth management solutions and business services to financial advisory firms.
dateFounded in 2010
location
St. Petersburg, Florida, USA
people-size51-200 employees
web-link
http://dynastyfinancialpartners.com

Funding

Current Stage
Growth Stage
Total Funding
$50M
Key Investors
Abacus LifeEnvestnet
2025-08-12Corporate Round
2024-10-08Private Equity
2022-12-16Private Equity

Leadership Team

leader-logo
Frank Coates
Chief Technology Officer
linkedin

Recent News

Pulse 2.0
Storen Financial Aligning With Dynasty To Expand Independent Wealth Platform With $500 Million In Client Assets
2025-12-15
Business Wire
Storen Financial Joins Dynasty to Scale Tax-Integrated Wealth Management Model
2025-12-12
Morningstar.com
Storen Financial Establishes Strategic Alliance with Dynasty to Enhance Wealth Management Model
2025-12-11
Company data provided by crunchbase