Sales Development Representative
Core
Conduct research and execute outbound campaigns to generate leads and schedule meetings for senior sales executives in the financial services industry.
Role type
Sales Development Representative (SDR)
Builds
Sales pipeline and qualified appointments for Optimal AdvisorAI solutions
Domain
Financial services / B2B SaaS
Deliverable
client delivery
Required skills
Prospecting research, outbound email and phone outreach, appointment setting, CRM management, data logging, report generation
Preferred skills
Experience in sales, experience in the financial industry
Technologies
CRM systems, AI tools
Responsibilities
Research and identify potential clients, execute strategic outbound campaigns, schedule high-quality meetings, manage CRM data and generate reports, collaborate with sales team to refine strategies
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