Sales Development Representative

Job Summary

A company is looking for a Sales Development Representative to drive pipeline creation and engage with financial advisors.

Key Responsibilities

• Identify and engage financial advisors and enterprise prospects matching the Ideal Customer Profile
• Lead outbound outreach via phone, email, and LinkedIn while responding to inbound interest
• Maintain accurate pipeline activity in HubSpot and support opportunity progression with Account Executives

Required Qualifications

• Demonstrated experience in achieving goals and delivering measurable outcomes
• Background in outbound SDR or BDR roles, retail leadership, or customer-facing positions with performance metrics
• Proven ability to create opportunities and manage conversations effectively
• Strong organizational skills and resilience in outreach efforts
• Alignment with core values of pursuing vision and building meaningful relationships