Sales Development Representative

FMG

Sales Development Representative generating leads and setting appointments for the Senior Account Executive team in a digital marketing platform for financial professionals.

Posted 7/21/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $40,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong sales acumen with a focus on prospecting and relationship building, utilizing CRM tools like HubSpot to track activities and achieve sales targets. Possesses excellent communication skills and a proactive approach to learning and feedback.

Highest-signal resume keywords

Sales Development Representative ExperienceCRM Experience (HubSpot or Equivalent)Cold-Call ProspectingExcellent Oral & Written Communication SkillsKnowledge of Standard Business Applications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ExperienceCold-Call ProspectingLead Follow-UpBasic Computer KnowledgeSales Goal Achievement

Soft Skills

ResiliencePersistenceSelf-MotivationOrganizational SkillsAbility to Build Trusting Relationships

Tools & Technologies

HubSpotG SuiteSlackSalesloft

Industry Keywords

C-Level Financial AdvisorsInsurance AgenciesSales TrainingCompany Policies and Procedures

About the role

Key responsibilities & impact

Develop opportunities through cold-call prospecting, email promotions & follow up on leads.
Utilize HubSpot to ensure activities are documented.
Prospect to C-Level Financial Advisors and Insurance Agencies.
Maintain a working knowledge of company products.
Create rapport, credibility & build trust based relationships.
Be resilient & persistent.
Attend Sales training and team meetings.
Responsible for achievement of sales goals/targets.
Comply with company policies and procedures.
Access to a private & secure workspace, free from distractions.
Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor.
An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps).

Requirements

What you’ll need

Excellent oral & written communication skills.
Eagerness to learn, take direction & incorporate feedback into work.
Highly motivated with the ability to interact with professionals.
Knowledge of standard business applications such as G Suite, Slack, Salesloft etc is a plus.
Must have at least 1 year of sales experience or Sales Development Representative experience.
Basic computer knowledge is a MUST. Understanding how computers work and how to use them.
CRM (HubSpot or equivalent) experience, a plus.
Self-confident, self-motivated, driven, organized and solution oriented.

Benefits

Comp & perks

Enjoy a generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown.
Our comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave.
Our robust insurance plan includes: Medical with $0 co-pay, Telehealth plan, Dental, Vision, Health Savings Account (HSA) with generous employer contributions, Flexible Spending Accounts (FSA).
Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage.
Company-paid Short & Long Term Disability coverage.
Company-paid Employee Assistance Program (EAP).
Matching 401(k) with immediate full vesting.
On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit.
Internet & Gym Reimbursement!