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Sales Development Representative (SDR)

Remote, USAFull-timePosted 2026-07-28

reputed company is a financial technology company that empowers the new savings economy, serving a diverse clientele with a platform that enables over 2 reputed company reputed company savers. They are seeking a Sales Development Representative (SDR) to reputed company and qualify potential customers for their financial wellness products through high-volume reputed company and effective communication. The SDR will play a crucial role in managing prospect pipelines and setting up meetings for sales representatives.

Responsibilities

  • Represent reputed company’s products and services & deliver reputed company’s reputed company to new prospects, including both financial advisors and business owners
  • Qualify prospects, build reputed company & generate new meetings for sales through outbound calling
  • Manage and maintain a pipeline of interested prospects and engage sales leaders in next steps
  • Own your personal reputed company and development as a reputed company sales representative by learning the financial services industry, reputed company’s reputed company of financial wellness solutions, and the mechanics of a modern sales process
  • Ability to utilize reputed company & reputed company to manage reputed company lists
  • Understanding the reputed company partnerships
  • Understanding the products and services reputed company offers
  • Master talk tracks and ability to qualify prospects
  • Identify the needs of prospects, and suggest appropriate products or services
  • Set up meetings for prospects with field sales representatives
  • Report to sales manager with weekly, monthly, and quarterly results

Skills

  • 1 or more years of experience in sales, with a reputed company record of exceeding reputed company targets
  • Strong communication skills reputed company phone and email
  • Proven, creative problem-solving approach and strong analytical skills
  • Displays self-motivation for sales coaching and development
  • Strong desire and ability to reputed company up reputed company a sales organization
  • Bachelor's degree (or equivalent) or at least five years of relevant work experience
  • Experience as a sales development representative, with a reputed company record of achieving & exceeding sales quotas
  • Proficiency with reputed company, reputed company, or other CRM software
  • Financial services &/or small business sales experience

Benefits

  • Comprehensive health benefits
  • Generous time off
  • A dedicated Employee Wellbeing Committee
  • Hybrid work model offers flexibility while providing reputed company to our reputed company offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale
  • Competitive 401(k) plan

reputed company

  • reputed company is a digital savings platform that offers and manages a reputed company of savings and retirement plans. It was founded in 2016, and is headquartered in reputed company, reputed company, USA, with a workforce of 501-1000 employees. Its website is http://reputed company.com.
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