Sales Development Representative
Core
Drive high-quality top-of-funnel activity and generate qualified opportunities for the sales team through inbound qualification and targeted outbound prospecting in the fintech wealth management sector.
Role type
Sales Development Representative (SDR)
Builds
Qualified sales opportunities for an AI platform serving financial advisors
Domain
Fintech / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
B2B sales experience, high-volume outbound prospecting, phone-based selling, consultative selling, Salesforce proficiency, lead qualification, pipeline management
Preferred skills
Experience selling to financial advisors/RIAs, FINRA Series 7 and 63 licenses, startup experience
Technologies
Salesforce, Google Suite, Slack, Zendesk, LinkedIn
Responsibilities
Qualify inbound leads and route to account owners, execute multi-channel outbound prospecting campaigns, maintain daily outreach cadence, capture prospect feedback for product/marketing insights, track activities and KPIs in Salesforce, articulate platform value to advisors
Seniority
Individual Contributor, early-mid career