Sales Development Representative

United States·Pennsylvania - Philadelphia - PhiladelphiaNormalmid

SalesSales Development Rep

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Overview

What You'll Do Book qualified product demos for our regional sales team Run outbound prospecting through calls, email,

Technical Tools

SalesSales Development Rep

What You'll Do

Book qualified product demos for our regional sales team
Run outbound prospecting through calls, email, and LinkedIn to generate new opportunities
Research target accounts and build prospecting lists and campaigns
Manage activity, follow-up, and pipeline data in our CRM
Partner with marketing and sales to sharpen messaging, sequences, and outreach strategy
Build fluency in the financial advisor market and the business owner planning space

#hiring

#sales

#B2BSales

BA/BS degree preferred
Entry-level candidates welcome; 0 to 2 years of sales or customer-facing experience is a plus
Strong written and verbal communication skills
Comfortable with high-volume outbound outreach and consistent daily activity
Organized, coachable, and curious
Genuine interest in sales, fintech, and financial services