Consult with prospective customers (primarily financial advisors) by phone and email.
Identify, qualify, and generate a steady pipeline of qualified leads.
Make 200+ outbound calls daily to achieve lead qualification.
Use calls, emails, and marketing tools to categorize leads.
Consistently generate qualified leads per week, exceeding quotas.
Collaborate with team to develop and implement strategic prospecting initiatives.
Manage and nurture new prospect relationships using Salesforce CRM.
Utilize various outbound communication methods for prospect engagement.

Requirements

Minimum 6 months in a high-velocity sales environment as a top-performing SDR/BDR.
Empathetic, with strong interpersonal skills and high emotional intelligence.
Highly self-motivated, proactive, and resourceful.
Gritty and comfortable handling rejection.
Creative in opening new sales opportunities.
Coachable, eager, and able to learn and improve.
Excited to understand the unique needs of investment professionals.
Highly positive outlook and sound judgment in new situations.
Experience with Salesforce CRM or similar tools for managing prospect relationships.
Excellent communication skills, especially via phone and email.
Ability to thrive in a high-energy, collaborative environment.
Positive attitude, energetic personality, and strong listening and writing skills.
Basic technical knowledge of cloud services, operating systems, browsers, and Microsoft tools.
Responsible, ethical, and committed to representing with integrity.
Creative outbound sales skills using varied communication channels.

Benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

lead qualificationoutbound salesprospectingpipeline generationcommunication methodssales strategiescustomer relationship management

Soft Skills

interpersonal skillsemotional intelligenceself-motivationproactivitycreativitycoachabilitypositive attitudelistening skillswriting skills