Financial Services SDR: Build Clients & Drive Growth

GetJobSmart; El Paso (TX); On-site; USD 55,000 - 78,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Paid time off

Job summary

Trinity National Partners in El Paso, TX is seeking a Sales Development Representative to identify potential clients, schedule appointments, and build relationships in a fast-paced financial services environment. The role involves preparing sales presentations and following up with prospects to move them through the sales funnel, with a focus on meeting targets and contributing to the team’s growth.

A bachelor’s degree and 2–5 years in the industry are preferred.

Qualifications

• Bachelor's degree in a relevant field.
• 2–5 years of experience in sales or financial services.
• Strong communication and negotiation skills.
• Ability to manage multiple tasks and meet targets.

Responsibilities

• Identifying potential clients.
• Scheduling appointments.
• Building relationships with prospects.
• Preparing sales presentations for prospects.
• Following up with prospects to advance them through the sales funnel.

Skills

Lead generation

Communication

Negotiation

Multi-tasking

Detail orientation

Education

Bachelor's degree

Tools

Microsoft Office Suite

Project management tools

Data analysis tools

Job description

Trinity National Partners in El Paso, TX is seeking a Sales Development Representative to identify potential clients, schedule appointments, and build relationships in a fast-paced financial services environment. The role involves preparing sales presentations and following up with prospects to move them through the sales funnel, with a focus on meeting targets and contributing to the team’s growth.

A bachelor’s degree and 2–5 years in the industry are preferred.