Full Time
$55,000 - $70,000 per yyear
40 hours per week
Remote, USA
Requirements
Please read before applying:
• This is a full time SDR role.
• Past experience selling in Financial Services is a plus
Compensation:
• Base Pay is between $55,000 and $70,000
• Variable: $25,000
• OTE: Between $80,000 and $100,000
They are looking for a hungry Sales Development Representative (SDR) to join their organization! This person will find new opportunities for growth and expansion related to website, portal and mobile application translation. SDRs will use various strategies, including cold calling, e-mailing, and networking, to connect with prospective clients or customers to set appointments for Account Executives.
Objectives of this role:
• Represent the company’s products and services, using comprehensive knowledge as well as consumer research to explain how their solutions meet customer needs
• Generate leads and build relationships by nurturing warm prospects and finding potential new sales opportunities
• Manage and maintain a pipeline of interested prospects and engage the founding team in next steps
• Identify best practices for refining the company’s lead-generation playbook
Responsibilities:
• Utilize CRM, cold calls, and email to generate new sales opportunities
• Identify the needs of prospects, and suggest appropriate products or services
• Build long-term, trusting relationships with prospects to qualify leads as sales opportunities
• Proactively seek new business opportunities in the market
• Set up meetings or calls between (prospective) customers and the founding team
• Report to Sales Leadership with weekly, monthly, and quarterly results
About the company
This startup is an AI Financial Planner for the 123M underserved Americans looking for answers. After spending years helping struggling middle-class families, it became clear that users needed more help with their debt and their finances. They needed answers. They use conversational AI to build in-depth financial knowledge graphs that provide personalized answers and actionable plans for everyday Americans trying to achieve their financial goals. Their mission is to democratize financial health and provide all individuals with an actionable path to financial security.
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