Sales Development Representative, Finance

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🕒 April 1

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CrewBloom

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2016

🤝 B2B

☁️ SaaS

🎯 Recruiter

B2B • SaaS • Recruitment

CrewBloom is a remote staffing agency dedicated to connecting businesses with top-tier remote talent across various industries. They streamline the hiring process by sourcing, screening, and onboarding qualified candidates tailored to the specific needs of their clients, ensuring a seamless integration into teams. With a focus on global talent acquisition, CrewBloom empowers companies to scale their operations efficiently while reducing costs and maintaining compliance with HR regulations.

📋 Description

• 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.

🎯 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.