Sales Development Representative (Finance)
Core
Identify, qualify, and engage potential clients in the financial sector to generate new business opportunities and drive revenue growth.
Role type
Sales Development Representative (Finance)
Builds
Sales pipeline for financial services solutions
Domain
Financial services / Fintech
Deliverable
client delivery
Required skills
cold calling, outbound prospecting, financial product knowledge, CRM management, sales quota achievement
Preferred skills
fintech software sales experience, wealth management background, regulatory compliance knowledge
Technologies
Salesforce, HubSpot
Responsibilities
Conduct cold calls and outbound prospecting via emails and social media; Set up meetings with financial advisors, wealth managers, and CFOs; Maintain a pipeline of leads and update CRM records; Collaborate with the sales team to refine outreach strategies; Meet and exceed monthly quotas for meetings and qualified leads
Seniority
Individual Contributor, entry-to-mid level