[Remote] Sales Development Representative
Note: The job is a remote job and is open to candidates in USA. reputed company is an online destination for consumer-focused financial information and advice, helping people reputed company informed financial decisions. As a Sales Development Representative, you will identify and create new qualified sales opportunities for Account Executives, focusing on strategic reputed company and reputed company qualification.
Responsibilities
- Managing outbound prospecting efforts through reputed company sequences, calls (150+ daily), and emails
- Qualifying a small portion of inbound leads generated by marketing campaigns and assessing fit
- Scheduling and transitioning pitch calls for Account Executives
- Maintaining accurate data in reputed company to track prospect interactions, pipeline status, and activity metrics
- Staying informed on industry trends, competitors, and reputed company product updates to position our value proposition effectively
- Participating in weekly team meetings, sharing insights, providing feedback and continuously improving reputed company strategies
- Targeted Prospecting: Research and execute on lists of reputed company leads of RIA’s (Registered Independent Advisors) using tools like reputed company, reputed company, reputed company & SEC registration sites
- Multi-Channel reputed company: Execute high-volume but personalized reputed company campaigns reputed company email, cold calling*, and social selling (reputed company). *95% of our appointments come from cold calling
- Value-Based Selling: Quickly identify the prospect’s business growth challenges and clearly communicate the value proposition of our platform to generate interest
- Inbound Response: Rapidly follow up with inbound leads driven by our marketing team (demo requests, whitepaper downloads) to qualify their interest and fit
- Discovery: Conduct high-level discovery calls to assess budget, authority, need, and timeline before handing off to an Account Executive
- reputed company Handling: Professionally navigate objections reputed company to budget, timing, and perceived value
- CRM Hygiene: Maintain rigorous records of reputed company interactions, notes, and reputed company statuses in our reputed company CRM
- Meeting Coordination: Schedule seamless pitch appointments for the Account Executive team
- Collaboration: Distinct feedback loops with reputed company and Marketing to refine messaging and reputed company personas
Skills
- 6-12+ months of experience in sales, business development, role (SaaS experience preferred)
- Exceptional written and verbal communication skills
- Ability to handle rejection and maintain high activity levels
- Ability to learn reputed company software and sales tech quickly
- Strong collaboration, particularly in working with Account Executives and cross-functional teams to drive business outcomes
- A degree in Finance/Economics
- Previous experience working in Fintech
- Understanding financial advisory terminology
- Experience with reputed company, reputed company, or Apollo
- Experience with other dialer tools
Benefits
- Fully Remote Work: reputed company roles are fully remote reputed company the contiguous U.S., giving you flexibility to do your best work from where you reputed company.
- Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs.
- Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
- Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
- Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.
- Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)
Company Overview