Sales Development Representative

Infinity Recruitment Solutions

Sales Development Representative managing client accounts and providing financial advice. Engaging in sales activities and market analysis to help clients achieve financial goals.

Posted 5/22/2026full-timeRemote • Ohio • 🇺🇸 United StatesMid-LevelSenior💰 $55,000 - $200,000 per yearWebsite

About the role

Key responsibilities & impact

Develop and manage client accounts by providing tailored financial solutions that meet individual needs.
Conduct market analysis to identify trends and opportunities for clients.
Engage in inside sales activities, including calling warm lead potential clients to generate sales.
Utilize upselling techniques to enhance client portfolios and increase overall satisfaction.
Analyze financial data to provide informed recommendations and strategies for clients.
Maintain accurate records of client interactions and transactions within the CRM system.
Collaborate with team members to achieve sales targets and improve service delivery.

Requirements

What you’ll need

Proven experience in account management or a similar role within the financial services industry is preferred.
Strong background in sales with demonstrated success in lead generation and closing deals is a plus.
Familiarity with market trends and the ability to analyze data effectively.
Excellent communication skills, both verbal and written, with a focus on building relationships.
Ability to manage multiple accounts simultaneously while maintaining attention to detail.
Previous experience in cold calling and upselling is a plus.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Infinity Recruitment Solutions Website LinkedIn All Job Openings 1 - 10 employees 🎯 Recruiter Recruitment Infinity Recruitment Solutions is a recruitment agency focused on connecting candidates with sales-focused roles, including sales representatives and financial sales professionals. The company works with employers hiring for remote positions and helps job seekers explore new career opportunities by collecting applications and matching talent to open roles. Based in Bluffton, SC, Infinity Recruitment Solutions emphasizes personalized outreach and partnerships with hiring companies to place motivated individuals in meaningful, rewarding careers. Sales Development Representative Job not on LinkedIn 🔥 3 minutes ago 🏈 Ohio – Remote 💵 $55k - $200k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💵 Sales Development (SDR) Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Develop and manage client accounts by providing tailored financial solutions that meet individual needs.
Conduct market analysis to identify trends and opportunities for clients.
Engage in inside sales activities, including calling warm lead potential clients to generate sales.
Utilize upselling techniques to enhance client portfolios and increase overall satisfaction.
Analyze financial data to provide informed recommendations and strategies for clients.
Maintain accurate records of client interactions and transactions within the CRM system.
Collaborate with team members to achieve sales targets and improve service delivery. 🎯 Requirements
Proven experience in account management or a similar role within the financial services industry is preferred.
Strong background in sales with demonstrated success in lead generation and closing deals is a plus.
Familiarity with market trends and the ability to analyze data effectively.
Excellent communication skills, both verbal and written, with a focus on building relationships.
Ability to manage multiple accounts simultaneously while maintaining attention to detail.
Previous experience in cold calling and upselling is a plus. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Senior Sales Development Representative 🔥 1 hour ago Documo 11 - 50 📡 Telecommunications ☁️ SaaS 📋 Compliance Website LinkedIn All Job Openings Senior Sales Development Representative driving qualified meetings for Account Executives in the healthcare sector. Work is remote and aligned with Eastern Standard Time. 🇺🇸 United States – Remote ⏰ Full Time 🟠 Senior 💵 Sales Development (SDR) Sales Development Representative – Outbound Sales, Marketing 🔥 3 hours ago ProviderSoft 11 - 50 ☁️ SaaS 📚 Education ⚕️ Healthcare Insurance Website LinkedIn All Job Openings Sales Development Representative responsible for outbound prospecting and lead qualification for ProviderSoft's SaaS solution. Collaborating with sales teams to secure meetings and drive growth. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 💵 Sales Development (SDR) Sales Development Manager 🔥 3 hours ago Raptor Technologies 51 - 200 📚 Education ☁️ SaaS 🔒 Cybersecurity Website LinkedIn All Job Openings US Sales Development Manager responsible for sales development through research and prospecting. Leading mentorship and coordination within the SDR team while ensuring effective communication and growth. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 💵 Sales Development (SDR) Sales Development Manager 🔥 4 hours ago Payscale 501 - 1000 👥 HR Tech ☁️ SaaS Website LinkedIn All Job Openings Manager of Sales Development at Payscale overseeing Sales Development Representatives and client relationships. Focused on lead generation, team leadership, and collaboration with marketing and sales teams. 🇺🇸 United States – Remote 💵 $90.5k - $135.7k / year 💰 $7M Venture Round on 2011-07 ⏰ Full Time 🟡 Mid-level 🟠 Senior 💵 Sales Development (SDR) Sales Development Representative 🔥 5 hours ago Remote 501 - 1000 👥 HR Tech ☁️ SaaS 🏢 Enterprise Website LinkedIn All Job Openings Sales Development Representative sourcing new sales prospects at Remote, a global employment compliance company. Engaging with potential clients in the AMER region for business development. 🇺🇸 United States – Remote 💵 $31.5k - $88.1k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💵 Sales Development (SDR) 🦅 H1B Visa Sponsor View More Sales Development Representative (SDR) Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

account managementsaleslead generationdata analysisupsellingfinancial analysisCRM

Soft Skills

communicationrelationship buildingattention to detailcollaborationtime management