Sales Development Representative

Job Summary

Joining a dynamic sales team, the full-time remote Sales Development Representative will develop opportunities through cold-calling and email promotions, setting appointments for Senior Account Executives while demonstrating the benefits of innovative marketing solutions to financial and insurance professionals.

Key responsibilities

• Develop opportunities through cold-call prospecting and follow-up on leads
• Utilize HubSpot to document activities and maintain a working knowledge of company products
• Prospect to C-Level Financial Advisors and Insurance Agencies while achieving sales goals

Required qualifications

• At least 1 year of sales or Sales Development Representative experience
• Basic computer knowledge and understanding of standard business applications
• CRM experience, preferably with HubSpot or equivalent
• Eagerness to learn and incorporate feedback into work
• Self-motivated, organized, and solution-oriented demeanor