Remote Part-Time Banking & Lending BDR

Initio Capital LLC; San Francisco (CA); A distancia; USD 33.000 - 89.000; A tiempo parcial

Descripción de la vacante

Initio Capital LLC is seeking an experienced Business Development Representative for a remote, part-time role focused on banking and lending needs qualification. You will work with a company-provided lead list to reach founders and business owners, qualify needs, and move suitable accounts to the next step.

You will maintain CRM records, follow approved messaging, and coordinate with providers to arrange next steps while ensuring compliance with calling requirements and opt-out rules.

Formación

• Experience in outbound business development selling business banking, commercial lending, business accounts, cards, or related financial products.
• Disciplined outbound calling, discovery, qualification, and CRM follow-through.
• Ability to commit to part-time calling blocks during the target market's business hours.
• Quiet calling environment, reliable internet, and clear professional communication.

Responsabilidades

• Work a company-provided lead list of newly formed businesses and other qualified accounts.
• Make outbound calls to founders and business owners, explain relevant partner offerings, and identify fit, timing, and decision-makers.
• Ask discovery questions about business banking and lending needs and document the customer needs accurately.
• Arrange a qualified next step with the relevant provider or internal team and follow through on agreed actions.
• Maintain accurate CRM records, call outcomes, objections, pipeline stages, and follow-up dates.
• Share recurring objections and lead-quality feedback to improve targeting and qualification.

Conocimientos

Outbound sales

CRM proficiency

Business banking knowledge

Descripción del empleo

Initio Capital LLC is seeking an experienced Business Development Representative for a remote, part-time role focused on banking and lending needs qualification. You will work with a company-provided lead list to reach founders and business owners, qualify needs, and move suitable accounts to the next step.

You will maintain CRM records, follow approved messaging, and coordinate with providers to arrange next steps while ensuring compliance with calling requirements and opt-out rules.