Remote Part-Time BDR: Banking & Finance Partnerships

Initio Capital LLC; New York (NY); Remote; USD 33.000 - 89.000; Teilzeit

Zusammenfassung

Initio Capital LLC is seeking a Business Development Representative for Business Finance Partnerships in a remote, part-time role in New York. You will work from a provided lead list, perform outbound calls to business owners, and qualify opportunities in banking and financial services partnerships.

The role emphasizes disciplined CRM follow-through, discovery questions, and arranging next steps with providers.

Qualifikationen

• Prior BDR/SDR/outbound experience selling financial products.
• Comfort calling business owners and explaining practical product benefits.
• Disciplined outbound calling with solid CRM follow-through.

Aufgaben

• Work a company-provided lead list of new businesses and qualified accounts.
• Make outbound calls to founders, explain offerings, identify fit, timing, and decision-makers.
• Ask discovery questions about banking, business finance, and financial services partnerships and document needs.
• Arrange qualified next steps with providers or internal teams.
• Maintain CRM records, call outcomes, objections, pipeline stages, and follow-ups.
• Share feedback on objections to improve targeting and qualification.

Kenntnisse

Outbound sales

CRM management

Lead qualification

Financial services knowledge

Phone communication

Tools

CRM software

Outreach tools

Jobbeschreibung

Initio Capital LLC is seeking a Business Development Representative for Business Finance Partnerships in a remote, part-time role in New York. You will work from a provided lead list, perform outbound calls to business owners, and qualify opportunities in banking and financial services partnerships.

The role emphasizes disciplined CRM follow-through, discovery questions, and arranging next steps with providers.