
Sales Development Representative β French Speaker
Posted 1 day ago

Posted 1 day ago
This is a fully remote position, open to applicants in Morocco, +5 more countries.
β’ Conduct focused outreach through warm calling and online engagement to reconnect with former clients, nurture existing leads, and discover cross-selling possibilities within the current database.
β’ Apply BANT criteria (Budget, Authority, Need, Timeline) to assess prospects during discovery calls prior to handing them over to Advisors.
β’ Collaborate with the Marketing team to create automated CRM workflows and educational materials that ensure the future security of clients' families.
β’ Support Advisors throughout the complete onboarding journey, including the preparation of mandates, cost calculators, KYC templates, and participation in internal and external product meetings.
β’ Embrace a "Referral Mindset" in all interactions, consistently identifying and engaging strategic partners to broaden the firm's outreach.
β’ Uphold a professional presence on LinkedIn and other platforms to enhance marketing calendars and brand authority.
β’ Diligently update HubSpot and utilize AI-driven tools (Copilot, Mili) to ensure accurate data and actionable insights for the sales team.
β’ Extensive knowledge of exempt market products and compliance regulations.
β’ Demonstrated experience in inside sales or business development, particularly focused on high-net-worth individuals (HNWI).
β’ Familiarity with Citizenship by Investment Programs (CIP) and private investment funds (Real Estate, REITs, Hospitality Funds).
β’ Excellent interpersonal skills with the capacity to adjust communication styles to suit a variety of international personalities.
β’ Competence in HubSpot (CRM), MS SharePoint, and virtual meeting tools (Teams/Zoom).
β’ A "Fanatical Prospecting" mindset with the flexibility to work varied hours to meet global client time zones.
β’ High level of accuracy in preparing legal and financial documents (KYCs, Suitability forms, etc.).
β’ Experience with international residency-by-investment programs (e.g., Portugal Golden Visa, EB-5) β desirable.
β’ Knowledge of specific funds such as Invico, Avenue Living, or LCP Regional Centers β desirable.
β’ Multilingual abilities to better assist a global customer base β desirable.
β’ Fully remote position with flexible working hours.
β’ Opportunity to collaborate with high-growth international companies.
β’ Clear career advancement opportunities to Account Executive and beyond.
β’ Performance-based bonuses and incentives.
β’ Direct hire with global clients (not outsourced).
β’ Continuous training, mentorship, and sales development support.
Nsight
Nsight Health
American Track
mPulse
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