Sales Development Specialist

Job Summary

A company is looking for a Sales Development Specialist to conduct targeted marketing campaigns and support financial professionals.

Key Responsibilities

• Perform outbound marketing calls to generate business development opportunities with financial professionals
• Utilize CrumpCRM to log interactions and support financial professionals with digital platform tools
• Provide customer support and distribute marketing content to enhance business development efforts

Required Qualifications

• Bachelor's degree or equivalent education and experience
• Prior phone-based sales or service experience preferred
• Experience in financial services is a plus
• Proficiency in Microsoft Office and basic computer applications
• Ability to work independently and in a team environment