Sales Development Representative

We're looking for a driven Sales Development Representative (SDR) to help us capture relationships with advisors and teams within Northwestern Mutual, Mass Mutual and Guardian. You'll be the first touchpoint with prospects introducing our platform, understanding their needs, and booking qualified meetings for our Account Executives.

Requirements

• 2+ years of experience in sales, business development, or client-facing roles
• Demonstrated competency with verbal and written communications and the ability to present complex ideas in the right voice for the intended audience
• Self-directed with the ability to work independently
• High level of curiosity and willingness to learn financial concepts
• Proven track record of success to be adaptable to a dynamic and fast-paced work environment, manage multiple priorities and strict timelines simultaneously
• Team player, accountable, sales minded
• Resilient, coachable, and goal-oriented
• Organized and with strong attention to detail
• Self-motivated with a sense of urgency and follow through

Benefits

• Comprehensive medical, dental, vision and life insurance benefits
• Generous vacation and holidays
• 401 (k)
• Education on retirement planning