Remote Part-Time Banking & Lending BDR

Career Launch; San Francisco (CA); A distancia; USD 33.000 - 89.000; A tiempo parcial

Descripción de la vacante

Initio Capital is looking for a Business Development Representative for banking and lending in the San Francisco Bay Area. This is a remote, part-time role where you will work from home and handle outbound calls to business owners using company-provided leads.

You will qualify needs, document customer requirements, and schedule next steps with the relevant provider or internal team. A quiet work environment and reliable internet are required.

Formación

• Experience in BDR/SDR or inside sales for business banking or lending.
• Confident phone manner with strong follow-through.
• Disciplined outbound calling with discovery and qualification.

Responsabilidades

• Work a company-provided lead list of new businesses and qualified accounts.
• Make outbound calls to founders to explain offerings and identify fit, timing, and decision-makers.
• Ask discovery questions about banking and lending needs and document customer needs.
• Arrange a qualified next step and follow through on agreed actions.
• Maintain CRM records, call outcomes, objections, pipeline stages, and follow-up dates.

Conocimientos

Outbound calling

CRM follow-through

Phone communication

Discovery questions

Herramientas

CRM software

Descripción del empleo

Initio Capital is looking for a Business Development Representative for banking and lending in the San Francisco Bay Area. This is a remote, part-time role where you will work from home and handle outbound calls to business owners using company-provided leads.

You will qualify needs, document customer requirements, and schedule next steps with the relevant provider or internal team. A quiet work environment and reliable internet are required.