Sales Development Representative (Finance)

We are looking for a results-driven Sales Development Representative (SDR) with solid experience in finance or financial services sales to grow the sales pipeline by identifying, qualifying, and engaging potential clients in the financial sector.

Requirements

• Conduct cold calls and outbound prospecting via emails and social media to generate qualified leads in the financial services industry.
• Set up meetings with financial advisors, wealth managers, CFOs, and other decision-makers within the finance space.
• Maintain a pipeline of leads and update CRM records with accurate client information.
• Collaborate closely with the sales team to refine outreach strategies and ensure alignment with overall company goals.
• Meet and exceed monthly quotas for meetings set and qualified leads generated.

Benefits

• Join Our Dynamic Team
• Embrace the Opportunities
• Limitless Career Growth
• Fast-Paced Thrills
• Flexibility, Your Way
• Work-Life Balance at Its Best