Sales Development Representative (SDR)
Core
Outbound sales development role focused on qualifying prospects, driving urgency, and setting up meetings for closers in the financial wellness sector.
Role type
Sales Development Representative (SDR)
Builds
New sales meetings and qualified leads for financial wellness products
Domain
Financial Technology / Financial Services
Deliverable
client delivery
Required skills
outbound calling, sales qualification, pipeline management, Salesforce proficiency, Salesloft proficiency, financial services sales knowledge, product demonstration, talk track mastery, needs analysis
Preferred skills
small business sales experience, proven track record of exceeding lead targets, prior SDR experience, analytical problem-solving
Technologies
Salesforce, Salesloft
Responsibilities
Engage new clients via high-volume outbound calls, qualify prospects and build intent, create effective sales meetings for closers, manage and maintain a pipeline of interested prospects, identify prospect needs and suggest appropriate products, report weekly/monthly/quarterly results to sales manager
Seniority
Individual Contributor (Entry to Mid-level, 6-9 month role with promotion path)