Sales Development Representative – Financial Solutions
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Job Description
Sales Development Representative re-engaging financial-services leads for BELAY, a virtual staffing solutions company. Managing consultative outreach, CRM pipeline activity, and full-cycle conversions remotely across the U.S.
Responsibilities:
- Re-engage dormant leads and Marketing Qualified Leads through warm outreach via phone, email, and LinkedIn
- Lead consultative sales conversations to understand prospect needs
- Present tailored Financial Solutions, address objections, and close business
- Use Salesforce to manage outreach activity, track pipeline progression, and maintain accurate records
- Nurture early-stage leads through strategic, value-driven communication
- Partner with Solutions Consultants and Marketing to improve lead conversion and align messaging
- Meet or exceed weekly outreach, meeting, and conversion goals
- Provide insights and feedback on lead quality, market trends, and campaign effectiveness
- Represent BELAY professionally in virtual and in-person interactions
- Manage the full sales cycle from initial outreach through follow-up, conversion, and close
- Support BELAY’s growth by generating new business opportunities from warm and dormant financial solutions leads
Requirements:
- Candidates must reside in the U.S. Eastern or Central time zones
- Accounting acumen is required, with a strong understanding of accounting principles and processes
- 1–2 years of experience in sales, lead generation, customer success, or related fields; entry-level candidates are encouraged to apply
- Excellent communication and interpersonal skills
- Comfortable engaging prospects via phone and video
- Results-oriented and motivated by metrics, growth, and achievement
- Highly organized with strong follow-through and attention to detail
- Experience with Salesforce or a similar CRM is a plus
- Positive, resilient, and curious, with a desire to learn and thrive in a fast-paced environment
- Must have a dedicated, distraction-free home office
- Must work standard Monday-Friday business hours
- Must be legally authorized to work in the United States
- Role is remote within the U.S.; BELAY cannot currently hire employees in California, New York, Illinois, or Oregon
Benefits:
- Commission
- Medical, dental, vision, life, and disability insurance
- BELAY covers 70% of employee medical premiums and 65% of dependent medical premiums
- BELAY covers 70% of employee dental and vision premiums
- Company-paid life insurance ($15,000 coverage)
- Company-paid short-term and long-term disability coverage
- 401(k) plan through Vanguard with a 4% discretionary employer match
- 15 days of annual PTO for full-time employees working 40 hours/week
- 12 days of annual PTO for full-time employees working 30 hours/week
- Additional PTO at 3- and 5-year tenure milestones
- 12 paid holidays annually
- Paid sick leave compliant with applicable state and local requirements
- Full-time remote work
- Occasional travel opportunities/requirements for some roles
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