Business Development Representative
Core
Sourcing and scheduling meetings for the business development team through high-volume outbound outreach, lead qualification, and market research for financial technology products.
Role type
Business Development Representative (SDR)
Builds
Flourish Cash and Flourish Lending products for independent Registered Investment Advisors (RIAs)
Domain
Financial Technology (FinTech)
Required skills
outbound sales outreach, lead generation, lead qualification, market research, CRM management, event logistics, client prospecting, written communication, verbal communication
Preferred skills
independent work, problem solving, priority shifting, multi-workstream management
Technologies
CRM, sales technology, email campaigns, phone campaigns
Responsibilities
Generate leads via high-volume outbound email and call campaigns, manage leads across inbound, marketing, and event channels, schedule meetings for the sales team, research new markets and identify potential clients, assist in activating existing clients by prospecting into their advisor base, contribute to sales reporting and team operations
Seniority
Entry-level to Junior, hands-on IC