[Remote] Sales Development Representative
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an online destination for consumer-reputed company financial information and advice, helping people reputed company informed financial reputed company. As a Sales Development Representative, you will identify and create new reputed company 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 reputed company calls for Account Executives
- Maintaining accurate data in reputed company to reputed company prospect interactions, pipeline status, and activity metrics
- Staying informed on industry trends, competitors, and reputed company product updates to position our reputed company 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 reputed company selling (reputed company). *95% of our appointments come from cold calling
- Value-Based Selling: Quickly identify the prospect’s business reputed company challenges and reputed company communicate the reputed company 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 reputed company 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 reputed company 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 (reputed company experience preferred)
- Exceptional written and verbal communication skills
- Ability to handle rejection and maintain high activity reputed company
- Ability to learn reputed company software and reputed company quickly
- Strong collaboration, particularly in working with Account Executives and cross-functional teams to drive business reputed company
- A degree in Finance/Economics
- Previous experience working in Fintech
- Understanding financial advisory terminology
- Experience with reputed company, reputed company, or reputed company
- 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 reputed company plan reputed company through trusted national carriers—so you can choose what fits your needs.
- Life & Disability Protection: Company-reputed company Life/AD&D coverage, with reputed company to add supplemental life and disability plans for extra peace of mind.
- Financial Wellness: 401(k) with employer match, reputed company-tax savings through FSA and HSA reputed company, and equity packages offered for every role.
- Time Off That Works: Generous vacation, reputed company, and parental leave policies—because balance reputed company.
- Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)
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