Sales Development Representative

Apex Pacific Partners; Jacksonville (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance (medical, dental, and

Vision coverage

Retirement plan with employer matching

Tuition reimbursement

Mentorship programs

Conference/workshop access

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Communication

Prospecting

Organizational skills

Relationship building

Outbound calls

Education

Bachelor's degree (preferred)

Tools

CRM software

Sales tools

Job description

Apex Pacific Partners, a Jacksonville, FL-based investment management firm, seeks a Sales Development Representative for a full-time position. This role involves identifying and engaging potential clients to drive business growth.

The SDR will focus on outbound prospecting, scheduling appointments, and qualifying leads. You'll also assist in preparing sales presentations and follow up with prospects to nurture relationships and close deals.

You’ll collaborate closely with the sales team, assisting in developing strategies and executing campaigns to drive revenue growth. Working in a dynamic office environment in Jacksonville, FL, you’ll be part of a team that thrives on innovation, constantly seeking new ways to improve products and services. The workplace culture emphasizes client satisfaction, with a strong focus on understanding and meeting the unique needs of each customer. You’ll have the opportunity to work on diverse projects, contributing to a collaborative and supportive atmosphere where ideas are encouraged and valued.

The salary is negotiable, reflecting the candidate's qualifications and experience. Benefits include comprehensive health insurance that covers medical, dental, and vision services, as well as a retirement plan with employer matching contributions. Additionally, professional development opportunities are provided, such as tuition reimbursement for courses and certifications, mentorship programs, and access to industry conferences and workshops. These benefits are designed to support the employee's overall well-being and career growth.

Candidates should have 1-3 years of experience in sales or a related field. Strong communication skills and a proactive approach are essential. Experience with CRM software is a plus.

What you will do:

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

What we need:

1. 2+ years of experience in sales development or a related field, preferably in the financial services industry.
2. A proven track record of meeting and exceeding sales targets.
3. Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
4. Strong organizational skills and the ability to manage multiple tasks and deadlines effectively.
5. Proficiency in CRM software and sales tools.
6. A bachelor's degree in a related field is preferred, but not required.