Sales Development Representative - Financial Services

This role is ideal for an early-career professional interested in developing a career in financial services, sales, and relationship management. The successful candidate will be responsible for prospecting new business opportunities, coordinating meetings with existing clients, and assisting with the preparation and organization of client review meetings.

What You Will Do

Identify and research prospective clients, conduct outbound outreach, maintain and update prospect information, schedule introductory meetings, coordinate and schedule meetings with existing clients, and assist in maintaining strong client relationships.

Why It Might Be a Fit

The successful candidate will have a strong work ethic, professional behavior, and personal integrity, with a drive to succeed and a sense of urgency and service-orientation both internally and externally.

Requirements

• 1-3 years of sales development experience within DaaS, SaaS, Market Research or Information Technology industries
• Bachelor's degree required, preferably in Finance, Economics or Marketing
• Ability to work a hybrid schedule of 3 days per week in office
• Outstanding verbal, written and presentation skills, with the ability to communicate clearly and effectively
• Proficient with Microsoft PowerPoint, Excel and Word
• A high level of motivation, the drive to take initiative and work both independently and as a team member; a self-starter
• Proven ability to maintain a high level of activity to reach goals and objectives
• Ability to work with limited supervision
• Strong verbal and written communication skills
• Professional client service mindset
• Attention to detail
• Self-motivation and initiative
• Relationship-building skills
• Problem-solving ability
• Collaboration and teamwork
• Results-oriented approach
• Personal Attributes: Entrepreneurial and ambitious with a drive to succeed
• Demonstrates a strong work ethic and commitment to meeting business objectives, including flexibility to work beyond standard business hours when needed
• Goal and detail oriented
• Sense of urgency and service-orientation both internally and externally; strong customer service skills
• Strong work ethic with professional behavior & appearance and personal integrity
• Ability to add value by using creativity and independent thinking
• Intellectual curiosity, initiative, resourcefulness, and tact
• Excellent negotiation and listening skills
• Strong organizational skills
• Able to work effectively with team members with uncompromising ethics, initiative and integrity

Benefits

• Comprehensive healthcare plan (medical, Rx, dental, and vision)
• Flexible spending accounts and a Health Savings Account (including company contributions)
• Life and AD&D insurance
• 401(k) retirement plan including company matching contributions
• Disability insurance
• Tuition Reimbursement
• Discretionary paid time off program and 11 paid holidays
• Flexible working environment
• Volunteer time off
• LinkedIn Learning
• Employee-Assistance-Program (EAP)