Sales Development Representative, Hazel AI
Core
Generate and qualify sales pipeline for an AI wealth management platform by executing inbound follow-up and targeted outbound prospecting to financial advisors.
Role type
Business Development Representative (BDR)
Builds
Hazel.ai (AI engine for wealth management)
Domain
Financial Technology (Wealth Management)
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
outbound prospecting, inbound lead qualification, CRM management, sales engagement tools, data analysis, messaging iteration, objection handling
Preferred skills
selling into defined ICPs, using intent signals, leveraging AI for personalized outreach
Technologies
Salesforce, HubSpot, LinkedIn, sales engagement tools
Responsibilities
Run balanced motion across inbound follow-up and outbound prospecting; Qualify and route leads via first-touch discovery; Execute targeted outbound plays via email, phone, and LinkedIn; Create a great buyer experience with fast response times; Operate with rigor to maintain clean CRM data and track activity; Iterate craft by testing messaging and sequences; Learn the wealth management AI landscape to translate value for different personas; Leverage AI to research accounts and craft personalized outreach at scale.
Seniority
Individual Contributor, early-stage hire