Investment Management SDR - Outbound Growth

Apex Pacific Partners; Jacksonville (FL); Vor Ort; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Health insurance (medical, dental, and

Vision coverage

Retirement plan with employer matching

Tuition reimbursement

Mentorship programs

Conference/workshop access

Zusammenfassung

Apex Pacific Partners, a Jacksonville, FL-based investment management firm, seeks a Sales Development Representative for a full-time position. The SDR will focus on outbound prospecting, scheduling appointments, and qualifying leads, while assisting in preparing sales presentations for prospects.

You’ll collaborate with the sales team to develop strategies, track your pipeline, and follow up with clients to nurture relationships and help close deals.

Qualifikationen

• 2+ years of experience in sales development or a related field.
• Proven ability to meet and exceed sales targets.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients.

Aufgaben

• Prospect and identify potential clients within the investment management and financial services sector.
• Conduct outbound and inbound sales calls to generate leads and schedule appointments.
• Collaborate with the sales team to develop and present investment strategies and financial solutions.
• Track and manage your sales pipeline, ensuring timely follow-ups and conversions.
• Maintain accurate records of all client interactions and data.
• Participate in team meetings and contribute to sales strategies and goals.

Kenntnisse

Communication

Prospecting

Organizational skills

Relationship building

Outbound calls

Ausbildung

Bachelor's degree (preferred)

Tools

CRM software

Sales tools

Jobbeschreibung

Apex Pacific Partners, a Jacksonville, FL-based investment management firm, seeks a Sales Development Representative for a full-time position. The SDR will focus on outbound prospecting, scheduling appointments, and qualifying leads, while assisting in preparing sales presentations for prospects.

You’ll collaborate with the sales team to develop strategies, track your pipeline, and follow up with clients to nurture relationships and help close deals.