Sales Development Representative (Finance)

10 hours, 36 minutes ago
Full-time
Junior
Sales and Business Development
Hire Premium Sales & Support Global Team - CrewBloom

Hire Premium Sales & Support Global Team - CrewBloom

CrewBloom is a matchmaking platform for sales and support talent, connecting high-growth companies with highly vetted professionals globally. With a focus on reducing hiring costs by up to 70% and ensuring compliance, we facilitate quick and efficient ...

Professional Services
51-250
Founded 2016

Description

  • Conduct cold calls and outbound outreach via email and social media to generate qualified leads.
  • Set meetings with financial advisors, wealth managers, CFOs, and other decision-makers.
  • Identify client needs and explain how the company’s solutions address them.
  • Maintain an active lead pipeline and keep CRM records accurate and up to date.
  • Collaborate with the sales team to refine outreach strategies and align on goals.
  • Meet and exceed monthly quotas for meetings set and qualified leads generated.
  • Support revenue growth by identifying and engaging new business opportunities in the financial sector.

Requirements

  • Proven experience in cold calling and outbound sales, specifically in finance or financial services.
  • Strong knowledge of financial products, services, and industry trends.
  • Excellent communication skills with a persuasive, client-focused approach.
  • Strong organizational skills and the ability to work independently in a remote setting.
  • Familiarity with CRM systems such as Salesforce or HubSpot, and sales outreach tools.
  • Track record of consistently meeting or exceeding sales targets.
  • Experience selling financial software or fintech solutions, or working in wealth management or investment firms, preferred.
  • Understanding of financial regulations and compliance issues is a plus.
  • Ability to quickly understand complex financial products and explain their value.
  • Demonstrated success in a remote sales role, preferred.
  • Primary internet connection with a minimum speed of 15 Mbps.
  • Backup internet connection with at least 10 Mbps that can support work during a power outage.
  • Desktop or laptop with an Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or equivalent processor.
  • Minimum of 8 GB RAM.
  • Backup device that meets or exceeds the performance of an Intel Core i3 processor and works during power interruptions.
  • Functioning webcam, noise-canceling USB headset, quiet dedicated home office space, and a smartphone.

Benefits

  • Fun, inclusive, and innovative team culture.
  • Ongoing opportunities to learn, innovate, and grow professionally.
  • Strong career growth resources and advancement opportunities.
  • Fast-paced, high-energy work environment.
  • Flexible work-from-home or location-independent work arrangement.
  • Better work-life balance with no commute and more time for personal life.

Interested in this position?

Apply directly on the company website

Apply Now

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