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Sales Development Representative - Financial Solutions

Key Facts

Remote From: 
Full time
Junior (1-2 years)
English

Other Skills

  • Video Conferencing
  • Professionalism
  • Communication
  • Resilience
  • Adaptability
  • Time Management
  • Teamwork
  • Trustworthiness
  • Detail Oriented
  • Intellectual Curiosity
  • Social Skills
  • Creativity

Roles & Responsibilities

  • 1–2 years of experience in sales, lead generation, customer success, or related fields (entry-level candidates encouraged)
  • Excellent communication and interpersonal skills, comfortable engaging prospects via phone and video
  • Accounting acumen with a strong understanding of accounting principles to identify opportunities within BELAY’s Financial Solutions offerings
  • Experience with Salesforce or a similar CRM; results-driven and metric-focused with strong organizational skills

Requirements:

  • Conduct warm outreach via phone, email, and LinkedIn to re-engage dormant leads and MQLs
  • Lead consultative sales conversations to understand prospect needs, present tailored solutions, address objections, and close business
  • Utilize Salesforce to manage outreach activity, track pipeline progression, and maintain accurate records
  • Manage the full sales cycle — from initial outreach through follow-up, conversion, and close

Job description

**MUST RESIDE IN CENTRAL OR EASTERN TIME ZONES*      Work at Home Opportunity

Sales Development Representative - Financial Solutions - Full-time 

BELAY is a growing and vibrant, Atlanta, GA-based company that offers virtual staffing solutions in the areas of Virtual Assistants, Marketing Assistants, and Financial Specialists. We are a fast-paced team of high performers that work extremely hard but also know how to have a great time. Culture is a top priority and our values are lived out daily.

Who is BELAY? Click here and enjoy!

Below are the position requirements.

Job purpose  

The Sales Development Representative (SDR) - Financial Solutions plays a key role in driving BELAY’s growth by reconnecting with warm and dormant financial solutions leads to generate new business opportunities. This entry-level sales position is designed to develop strong foundational sales skills while providing critical support to the inbound sales team. The SDR will proactively engage prospects who have previously expressed interest in BELAY’s services, creating authentic connections, uncovering needs, and converting qualified leads into new clients.

Duties and responsibilities

As a BELAY Corporate Team member, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision and core values daily, fostering a collaborative and positive team environment.

Key Responsibilities

  • Conduct warm outreach via phone, email, and LinkedIn to re-engage dormant leads and Marketing Qualified Leads (MQLs)
  • Lead consultative sales conversations to understand prospect needs, present tailored solutions, address objections, and close business
  • Utilize Salesforce to manage outreach activity, track pipeline progression, and maintain accurate records
  • Nurture early-stage leads through strategic, value-driven communication
  • Partner with Solutions Consultants and Marketing to enhance lead conversion rates and ensure message alignment
  • Consistently meet or exceed weekly outreach, meeting, and conversion goals
  • Provide insights and feedback on lead quality, market trends, and campaign effectiveness
  • Represent BELAY with professionalism, enthusiasm, and a brand-aligned presence
  • Manage the full sales cycle — from initial outreach through follow-up, conversion, and close

Qualifications

This role requires a motivated and trustworthy self-starter with strong communication and technological skills who thrives both independently and on a team. Our ideal corporate team member is flexible, creative, well-organized and ready to roll up their sleeves to get the job done!

  • Accounting acumen is required, with a strong understanding of accounting principles and processes, to identify opportunities within BELAY’s Financial Solutions offerings.
  • 1–2 years of experience in sales, lead generation, customer success, or related fields (entry-level candidates are encouraged to apply)
  • Excellent communication and interpersonal skills, comfortable engaging prospects via phone and video
  • Results-oriented and motivated by metrics, growth, and achievement
  • Highly organized with strong follow-through and attention to detail
  • Experience with Salesforce or a similar CRM is a plus
  • Positive, resilient, and curious, with a desire to learn and thrive in a fast-paced environment

Working conditions

BELAY Corporate offers full-time remote work, requiring a dedicated, distraction-free home office for standard Monday-Friday business hours, with occasional travel for some roles. As a full-time, non-exempt W-2 employee, you'll join a vibrant, award-winning company culture where you're a valued, engaged team player in a thriving organization.

Physical requirements

This position does not have any physical requirements at this time.

Salary requirements

$24-$25 per hour plus commission (OTE yearly up to $70,000 with commission)


DISCLAIMER: We’ve recently seen job postings claiming to be from BELAY that aren’t affiliated with our company. Please be sure to only apply to our positions on https://belaysolutions.com/jobs/ and only reply to emails ending in @belaysolutions.com. 

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