Sales Development Representative

Sales Development RepSales Development RepFull TimeRemoteTeam 10,001+Since 1986H1B No SponsorCompany SiteLinkedIn

Location

California

Posted

87 days ago

Salary

Not specified

High SchoolEnglish

Job Description

• Own and manage your personal work queue with discipline, prioritizing the highest-value activities, balancing inbound responsiveness with consistent outbound volume. • Execute targeted outbound outreach (calls, emails, LinkedIn) to drive net-new conversations and create qualified opportunities for the Sales Team. • Respond to inbound leads with speed and clarity, ensuring prospects experience value within minutes—not days. • Monitor and route the inbound phone line, delivering a professional, helpful first impression while quickly assessing fit and next steps. • Qualify prospects thoroughly by understanding their needs, challenges, and buying readiness, setting up AEs for successful next steps. • Maintain crisp and accurate notes in CRM, ensuring visibility for Marketing, Sales, and leadership. • Act as the connective tissue between Marketing and Sales, ensuring campaigns convert into pipeline. • Continuously sharpen your product and industry knowledge, applying new learnings in real time to improve conversations and qualification quality. • Collaborate openly with teammates, sharing tactics, wins, and lessons learned to help elevate team performance as a whole. • Operate with accountability and coachability, embracing feedback and consistently improving outbound strategy, messaging, and execution.

Job Requirements

  • Comfortable speaking to Sr. Level decision makers
  • Enthusiasm and interest in pursuing career in Sales
  • Able to receive and implement coaching and feedback to apply best practices
  • Ability to form relationships with colleagues, prospects and customers through strong interpersonal skills
  • Detailed-oriented and has excellent written and verbal communication skills as well strong organizational skills with the ability to handle multiple ongoing projects
  • Skilled and active listener who can understand and empathize with customer and prospect needs and respond accordingly
  • Experience with Salesforce preferred but not required
  • A strong curiosity and passion to learn more about the financial advisory industry

Benefits

  • 401k Matching Program
  • Professional Development Reimbursement
  • Flexible Personal/Vacation Time Off
  • Sick Leave
  • Paid Holidays
  • Medical
  • Dental
  • Vision
  • Employee Assistance Program
  • Parental Leave
  • Discounts on fitness clubs, travel and more!

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