Source new sales opportunities through inbound qualification and outbound outreach
Qualify prospects through consultative selling while leveraging BANT criteria
Grow top of sales funnel through warm and cold outbound campaigns
Research companies and add prospects to our outbound list
Maintain accurate client relationship data within Salesforce

Strong written and verbal communication skills
Excellent listening skills and energetic phone presence
High level of comfort with sales, prospecting and marketing tools & processes
Dedication to tracking and improving performance and efficiency on a daily basis
Deep interest in understanding business challenges
Sense of entrepreneurship: a self-starter with a high sense of urgency and ability to work within undefined processes
Prior experience with customer-facing and/or sales roles
Prior CRM experience (preferably Salesforce)
Experience with financial services sales
Experience at a high-growth startup
Ability to understand financial services
Bachelor’s degree from a four-year university.

Sales Development Representative

Key skills