Sales Development Representative

Are you energized by building relationships, opening doors, and helping businesses grow? Do you thrive in a fast-paced, entrepreneurial environment where your efforts truly matter? If so, Windward Recruiting is looking for a driven Sales Development Representative (SDR) to join our growing team.

At Windward Recruiting, you won’t just be another voice on the phone—you’ll be a key contributor helping shape our growth within the Wealth Management and Finance industries. This is an opportunity to develop your sales skills, make a real impact, and build a strong foundation for long-term career advancement.

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  Proactively generate new leads and prospects through outbound calls, emails, and strategic networking

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  Build and nurture strong relationships with potential clients

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  Partner closely with the sales team to identify and develop new business opportunities

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  Track, manage, and update leads using CRM software

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  Stay up to date on industry trends to better understand client needs and add value to conversations

• Experience in sales or business development (finance or professional services experience is a plus)

• Strong communication and relationship-building skills

• Self-motivated, goal-driven, and eager to exceed targets

• Comfortable working independently while also collaborating with a team

• Bachelor’s degree in Business, Finance, or a related field preferred

• Make a Real Impact: Your work directly contributes to our growth and success—your wins matter here.

• Career Growth: We invest in our people and provide opportunities to learn, grow, and advance.

• Supportive Team Environment: You’ll work alongside driven, collaborative professionals who want to see you succeed.

• Industry Exposure: Gain valuable experience in the Wealth Management and Finance sectors while expanding your professional network.

• Entrepreneurial Culture: We value initiative, fresh ideas, and people who want to build something meaningful.

If you’re ready to take the next step in your sales career and join a company where your ambition is encouraged and rewarded, we’d love to hear from you.