Sales Development Representative – SDR/BDR

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

📋 Description

• Interact with new prospects and follow up on pending engagement agreements.

• Hold consultative meetings (via phone, Zoom, or in-person) to identify client needs.

• Organize and prepare client meetings for tax planning and insurance presentations.

• Monitor client progress, ensure quarterly follow-ups, and aid in retention efforts.

• Keep precise CRM notes and communication records.

• Participate in networking or business events to represent the firm.

• Transition into closing insurance sales directly once licensed.

⛳️ Requirements

• Over 2 years of B2B sales or account development experience.

• Excellent professional communication skills (verbal, written, and presentation).

• Proficient in Salesforce, LinkedIn, Google Suite, or comparable CRM/sales tools.

• Capable of managing multiple requests and effectively prioritizing time.

• Independent, competitive, and motivated to meet or exceed targets.

• Comfortable selling in both hybrid (direct and virtual) environments.

• Bachelor’s degree in Business, Sales, or Marketing is preferred.

🏝️ Benefits

• 100% Remote / Work-from-anywhere.

• PTO Package.

• 401(k) Plan with company contributions.

• 100% Paid Health Insurance.

• Paid Parental Leave.

• Great colleagues in a collaborative, high-energy culture.