Sales Development Representative

Infinity Recruitment Solutions

Sales Development Representative offering expert financial advice and managing client accounts. Engaging in sales activities and maintaining strong client relationships remotely.

Posted 6/24/2026full-timeRemote • Illinois • 🇺🇸 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 🔥 58 minutes ago 🌽 Illinois – 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.
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Hard Skills & Tools

account managementfinancial analysislead generationupsellingdata analysis

Soft Skills

communicationrelationship buildingattention to detailcollaborationsales skills