Sales Development Representative

Job Summary

A company is looking for a Sales Development Representative to drive new business opportunities and manage sales processes.

Key Responsibilities

• Manage personal work queue, prioritizing high-value activities and balancing inbound and outbound sales efforts
• Execute targeted outbound outreach to generate qualified opportunities for the Sales Team
• Qualify prospects by understanding their needs and challenges, and maintain accurate CRM records

Required Qualifications

• Comfortable speaking to senior-level decision-makers
• Enthusiasm for pursuing a career in sales
• Ability to implement coaching and feedback effectively
• Experience with Salesforce preferred, but not required
• A strong curiosity and passion for the financial advisory industry