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Series 7 Licensed Sales Representative
Job Summary
A company is looking for a Sales Development Representative who is excited to start or grow their career in tech sales.
Key Responsibilities
- Research and identify potential small RIA clients
- Reach out to prospects via email, phone, and LinkedIn to introduce the company
- Qualify leads and set up meetings for the Business Development Manager
Required Qualifications
- 2+ years of relevant fintech or financial products sales experience
- Series 7 License required
- Bachelor's degree or equivalent experience
- Interest in startups, technology, and/or financial services
- Organized and reliable with good time management
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COMPLETE JOB DESCRIPTION
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Company Overview
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