Sales Development Representative - Financial Services

• Full-time, 8 hours per day, 5 days per week 9 AM to 6 PM Monday to Friday
  

Client Timezone: Central time zone to cover all time zones in the US

Client Overview

Join a dynamic and rapidly expanding financial services firm that’s revolutionizing the way clients receive personalized investment advice and tax services. This innovative company has experienced exponential growth, tripling its client base and assets under management in just 12 months. With a unique remote-first approach, they’re breaking geographical barriers to provide top-tier financial solutions across multiple states. As they prepare to launch an exciting new venture in asset management, they’re seeking a talented individual to drive their ambitious growth plans forward.

Job Description

As a Sales Development Representative (SDR), you’ll be at the forefront of our client’s ambitious expansion strategy, playing a pivotal role in connecting high-net-worth individuals and businesses with game-changing financial services. You’ll leverage cutting-edge sales technologies and your sharp communication skills to identify, engage, and nurture potential clients across multiple business verticals. This role offers a unique opportunity to dive deep into the world of wealth management, tax services, and soon-to-launch asset management solutions, all while working with a forward-thinking team that’s reshaping the financial advisory landscape. If you’re passionate about finance, thrive in a fast-paced environment, and are excited by the prospect of directly contributing to a company’s rapid growth, this position offers unparalleled potential for both personal and professional development.

Responsibilities

• Spearhead daily outreach campaigns using LinkedIn Sales Navigator, email marketing tools, and text messaging platforms to engage potential clients and partners
  
• Craft and optimize compelling content for specialized landing pages, driving traffic and converting leads into qualified prospects
  
• Manage and refine lead nurturing processes using HubSpot CRM, ensuring a smooth journey from initial contact to sales-ready opportunities
  
• Coordinate and schedule high-value meetings between company principals and qualified prospects, including both individual clients and potential business partners
  
• Conduct in-depth research on prospects and market trends to personalize outreach and improve conversion rates
  
• Generate and present weekly or bi-weekly performance reports, providing actionable insights on outreach activities and lead generation progress
  
• Collaborate with the marketing team to align outreach strategies with overall brand messaging and campaign objectives
  
• Stay abreast of industry developments in wealth management, tax services, and asset management to inform outreach strategies and identify new opportunities
  
• Contribute to the continuous improvement of sales processes by suggesting and implementing data-driven optimizations
  

• 2-3 years of proven experience in sales development, preferably in financial services or a related field
  
• Exceptional written and verbal communication skills in English, with the ability to craft compelling messages and build rapport quickly
  
• Demonstrated proficiency with LinkedIn Sales Navigator, HubSpot CRM, and other modern sales automation tools
  
• Experience in managing and optimizing landing pages and lead nurturing processes
  
• Strong analytical skills with the ability to interpret data and translate insights into actionable strategies
  
• Self-motivated with excellent time management skills and the ability to work independently in a remote environment
  
• Adaptability and eagerness to learn new technologies and sales techniques
  
• Basic understanding of financial services industry concepts (investment advisory, wealth management, tax services) is preferred but not required
  
• Ability to work full-time (8 hours per day, 5 days per week) aligned with US Eastern or Central time zones
  
• Comfortable with performance-based incentives and driven by achieving and exceeding targets
  
• Passion for continuous learning and professional growth in a rapidly evolving industry