Sales Development Representative, Finance

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Perform cold calling and engage in outbound prospecting through emails and social media to cultivate qualified leads in the financial services sector.

• Schedule meetings with financial advisors, wealth managers, CFOs, and other key decision-makers in the finance industry.

• Comprehend the unique needs and challenges faced by financial clients and articulate how our solutions can effectively address them.

• Manage a lead pipeline and keep CRM records updated with precise client information.

• Work closely with the sales team to enhance outreach strategies and ensure alignment with the overarching company objectives.

• Achieve and surpass monthly targets for scheduled meetings and qualified leads generated.

⛳️ Requirements

• Demonstrated experience in cold calling and outbound sales, particularly in finance or financial services sales.

• In-depth knowledge of financial products, services, and industry trends, with the capability to engage in meaningful discussions with financial professionals.

• Outstanding communication skills with a persuasive, client-centric approach.

• Strong organizational abilities and the capacity to work independently in a remote environment.

• Familiarity with CRM systems (e.g., Salesforce, HubSpot) and tools for sales outreach.

• Proven track record of consistently meeting or exceeding sales targets.

• Experience in selling financial software, fintech solutions, or working within wealth management or investment firms is preferred.

• Knowledge of regulations and compliance issues within the financial sector is preferred.

🏝️ Benefits

• Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.

• Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.

• Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.

• Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.

• Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.

• Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.