Sales Development Specialist
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Location: Remote
Compensation: To Be Discussed
Reviewed: Tue, Nov 10, 2026
This job expires in: 30 days
Job Summary
Conducting targeted phone-based marketing campaigns, the full-time Sales Development Specialist will generate business development opportunities with financial professionals while working remotely.
Key responsibilities
- Perform outbound marketing calls to new and existing financial professionals to create business development opportunities
- Utilize the CrumpCRM system to log interactions and support financial professionals with digital platform tools through training and resources
- Collaborate with internal and external sales partners to analyze business needs and identify additional development opportunities
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 as part of a team
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