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Infographic showing various job openings at Dynasty Financial Partners in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 95% Physical, and 5% Remote job distribution.

Sales Development Representative

Dynasty Financial Partners

Saint Petersburg, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Job description

JOB OVERVIEW:
Dynasty Financial Partners is seeking a dynamic and driven Sales Development Representative (SDR) to join our growing Dynasty Connect team. This role is ideal for a wellspoken, eager individual who thrives in a fast-paced sales environment and is passionate about building relationships and driving business growth. As an SDR, you will play a critical role in generating new business opportunities by identifying and qualifying leads, nurturing relationships, and managing a robust sales pipeline. You will be the first point of contact for many of our prospective clients and endclients, setting the tone for a strong and lasting relationship with Dynasty Connect. As an SDR you will make a competitive base salary with uncapped earning potential based on closed business.
RESPONSIBILITIES:
  • Proactively reach out to potential clients through cold-calling and respond to inbound inquiries, establishing initial contact and building relationships.
  • Continuously search for and develop new methods to enhance lead flow, leveraging market research, industry trends, and creative thinking to identify untapped opportunities.
  • Oversee the sales cycle with high fidelity data and reporting, ensuring accurate tracking and management of all sales activities in CRM.
  • Move leads through the sales cycle, nurture prospect relationships, arranging follow-up calls & meetings, and ultimately referring out warm prospects to be closed.
  • Represent Dynasty Financial Partners as a spokesperson on industry-related topics, building the company's brand and profile at conferences and industry events.
  • Work closely with the Business Development Team to source new advisor opportunities, ensuring alignment and maximizing the effectiveness of lead generation efforts.
  • Consistently meet or exceed annual targets set by Sales Leadership

Requirements
QUALIFICATIONS
  • Bachelor's Degree
  • Sales experience - preferably with a high-volume product or service.
  • Experience using CRM such as Salesforce or Practifi.
  • Ability to work in a team-based setting.
  • 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

EQUAL EMPLOYMENT OPPORTUNITY:?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

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