Sales Development Representative
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Job Description
Sales Development Representative engaging financial advisors by phone to generate qualified leads. Focused on high-volume prospecting, lead qualification, and CRM management in a remote role.
Responsibilities:
- Consult with prospective customers (primarily financial advisors) by phone and email.
- Identify, qualify, and generate a steady pipeline of qualified leads.
- Make 200+ outbound calls daily to achieve lead qualification.
- Use calls, emails, and marketing tools to categorize leads.
- Consistently generate qualified leads per week, exceeding quotas.
- Collaborate with team to develop and implement strategic prospecting initiatives.
- Manage and nurture new prospect relationships using Salesforce CRM.
- Utilize various outbound communication methods for prospect engagement.
Requirements:
- Minimum 6 months in a high-velocity sales environment as a top-performing SDR/BDR.
- Empathetic, with strong interpersonal skills and high emotional intelligence.
- Highly self-motivated, proactive, and resourceful.
- Gritty and comfortable handling rejection.
- Creative in opening new sales opportunities.
- Coachable, eager, and able to learn and improve.
- Excited to understand the unique needs of investment professionals.
- Highly positive outlook and sound judgment in new situations.
- Experience with Salesforce CRM or similar tools for managing prospect relationships.
- Excellent communication skills, especially via phone and email.
- Ability to thrive in a high-energy, collaborative environment.
- Positive attitude, energetic personality, and strong listening and writing skills.
- Basic technical knowledge of cloud services, operating systems, browsers, and Microsoft tools.
- Responsible, ethical, and committed to representing with integrity.
- Creative outbound sales skills using varied communication channels.
Benefits:
- Health insurance
- 401(k) matching
- Training on the job
- Incentives
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