Sales Development Representative
Core
Frontline role for a US financial services consultancy, creating real connections, qualifying leads, and scheduling strategic meetings with potential clients.
Role type
Sales Development Representative
Builds
Strategic meetings for financial consultants
Domain
Financial services
Deliverable
client delivery
Required skills
Active sales profile, native communicator, CRM experience, discipline, self-discipline, ambition
Preferred skills
Comfort with phone calls, WhatsApp contacts, social media outreach
Technologies
Instagram, Facebook, CRM
Responsibilities
Active prospecting on social media, making calls to qualify leads, generating interest, scheduling meetings, updating CRM, strategic follow-ups, hitting targets
Seniority
Individual Contributor
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