Growth-Focused Sales Development Rep (Financial Services)

Harbor North Partners; Phoenix (AZ); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development

Bonuses

Flexible work arrangements

Additional leave time

Job summary

Harbor North Partners, a financial services firm in Phoenix, AZ, is seeking a Sales Development Representative to join our team full-time. You will identify and qualify potential clients, initiate contact, and nurture leads to drive business growth.

Daily tasks include prospecting, setting appointments, and collaborating with the sales team to convert opportunities. Ideal candidates have a bachelor’s degree in Business or Marketing, prior sales or business development experience, and strong

Qualifications

• Bachelor's degree in Business, Marketing, or a related field.
• Experience in sales, business development, or a similar role is preferred.
• Excellent communication and interpersonal skills.
• Proficiency in CRM software (e.g., Salesforce or HubSpot).

Responsibilities

• Identify and prospect potential clients within the financial services industry, focusing on wealth management and investment advisory services.
• Conduct outbound and inbound sales calls to qualify leads and schedule meetings with key decision-makers.
• Nurture leads through personalized communication and follow-up to build relationships and drive conversions.
• Collaborate with the sales team to align on target accounts and develop strategic sales plans.
• Assist in the preparation and presentation of sales materials, including proposals and case studies.
• Track and analyze sales performance metrics to identify trends and opportunities for improvement.
• Maintain accurate and up-to-date records of all prospect interactions and sales activities.

Skills

Communication skills

Interpersonal skills

Time management

Prospecting

Lead qualification

Education

Bachelor's degree in Business/Marketing or related field

Tools

Salesforce

HubSpot

CRM software

Job description

Harbor North Partners, a financial services firm in Phoenix, AZ, is seeking a Sales Development Representative to join our team full-time. You will identify and qualify potential clients, initiate contact, and nurture leads to drive business growth.

Daily tasks include prospecting, setting appointments, and collaborating with the sales team to convert opportunities. Ideal candidates have a bachelor’s degree in Business or Marketing, prior sales or business development experience, and strong