Growth-Focused SDR - Financial Services, Tucson

Beacon West Partners; Tucson (AZ); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development opportunities

Job summary

Beacon West Partners is seeking a Sales Development Representative in Tucson, Arizona. This full-time role focuses on identifying and engaging potential clients to drive growth and help clients achieve their financial goals.

You will conduct outreach, qualify leads, and support the sales process while maintaining accurate records. The position emphasizes proactive communication within the financial services industry and collaboration with the sales team to meet quarterly targets.

Qualifications

• Bachelor's degree in Business, Marketing, Finance, or related field.
• Minimum of 2 years of experience in sales development or a related field.
• Proven track record of prospecting and qualifying leads.
• Strong understanding of the financial services industry and market trends.
• Excellent communication and interpersonal skills.
• Highly organized and detail-oriented with the ability to manage multiple tasks and priorities.
• Proficiency in CRM software and sales tools.

Responsibilities

• Conduct outreach, schedule appointments, and qualify leads.
• Assist in the sales process, provide client support, and maintain accurate records.
• Proactive communication and strong understanding of the financial services industry.
• Prospect and qualify potential clients through outbound and inbound sales activities.
• Identify and pursue new business opportunities in the Tucson market.
• Assist in the development and execution of sales strategies and plans.
• Maintain and update sales databases and CRM systems.
• Collaborate with the sales team to drive revenue growth and meet quarterly targets.
• Provide exceptional customer service and support to existing clients.
• Conduct market research and analysis to identify trends and opportunities.
• Attend industry events, conferences, and networking opportunities to build relationships and expand the client base.

Skills

Lead qualification

CRM proficiency

Communication skills

Time management

Team collaboration

Education

Bachelor's degree in Business, Marketing, Finance, or related field

Tools

CRM software

Job description

Beacon West Partners is seeking a Sales Development Representative in Tucson, Arizona. This full-time role focuses on identifying and engaging potential clients to drive growth and help clients achieve their financial goals.

You will conduct outreach, qualify leads, and support the sales process while maintaining accurate records. The position emphasizes proactive communication within the financial services industry and collaboration with the sales team to meet quarterly targets.