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Sales Development Representative, Finance
Location
Philippines
Posted
69 days ago
Salary
0
Seniority
Senior
Job Description
Sales Development Representative, Finance
CrewBloom
• Conduct cold calls and outbound prospecting via emails and social media to generate qualified leads in the financial services industry. • Set up meetings with financial advisors, wealth managers, CFOs, and other decision-makers within the finance space. • Understand the specific needs and challenges of financial clients and communicate how our solutions can address them. • Maintain a pipeline of leads and update CRM records with accurate client information. • Collaborate closely with the sales team to refine outreach strategies and ensure alignment with overall company goals. • Meet and exceed monthly quotas for meetings set and qualified leads generated.
Job Requirements
- Proven experience in cold calling and outbound sales, specifically in finance or financial services sales.
- Strong knowledge of financial products, services, and industry trends, with the ability to have meaningful conversations with financial professionals.
- Excellent communication skills with a persuasive, client-focused approach.
- Strong organizational skills and the ability to work independently in a remote setting.
- Familiarity with CRM systems (e.g., Salesforce, HubSpot) and sales outreach tools.
- Track record of consistently meeting or exceeding sales targets.
- Experience selling financial software, fintech solutions, or working in wealth management or investment firms (preferred).
- Understanding regulations and compliance issues in the financial industry (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.
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