Sales Development Representative

Sanford Rose Associates Network; Milwaukee (WI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Career growth opportunities

Supportive team environment

Industry exposure in Wealth Management

Job summary

A recruitment firm is seeking a driven Sales Development Representative in Milwaukee, WI. The role involves proactively generating leads and building client relationships within the Wealth Management and Finance sectors. Ideal candidates will have a bachelor's degree, sales experience, and strong communication skills. This in-office position offers significant opportunities for career growth and direct impact on company success.

Qualifications

• Proven experience in sales or business development.
• Strong relationship-building skills.
• Comfortable working both independently and in a team environment.

Responsibilities

• Generate new leads through calls, emails, and networking.
• Build relationships with potential clients.
• Track and manage leads using CRM software.
• Stay updated on industry trends to provide value.

Skills

Strong communication skills

Relationship-building

Sales experience

Self-motivated

Goal-driven

Education

Bachelor’s degree in Business, Finance or related field

Tools

CRM software

Job description

Are you energized by building relationships, opening doors, and helping businesses grow? Do you thrive in a fast-paced, entrepreneurial environment where your efforts truly matter? If so, Windward Recruiting is looking for a driven Sales Development Representative to join our growing team.

Working for our client, you won’t just be another voice on the phone, you’ll be a key contributor helping shape our growth within the Wealth Management and Finance industries. This is an opportunity to develop your sales skills, make a real impact, and build a strong foundation for long-term career advancement.

What You’ll Do

• Proactively generate new leads and prospects through outbound calls, emails, and strategic networking
• Build and nurture strong relationships with potential clients
• Partner closely with the sales team to identify and develop new business opportunities
• Track, manage, and update leads using CRM software
• Stay up to date on industry trends to better understand client needs and add value to conversations

Who We’re Looking For

• Bachelor’s degree in Business, Finance, or a related field preferred
• Experience in sales or business development (finance or professional services experience is a plus)
• Strong communication and relationship-building skills
• Self-motivated, goal-driven, and eager to exceed targets
• Comfortable working independently while also collaborating with a team

Why Windward Recruiting?

• Make a Real Impact: Your work directly contributes to our growth and success. Your wins matter here.
• Career Growth: We invest in our people and provide opportunities to learn, grow, and advance.
• Supportive Team Environment: You’ll work alongside driven, collaborative professionals who want to see you succeed.
• Industry Exposure: Gain valuable experience in the Wealth Management and Finance sectors while expanding your professional network.
• Entrepreneurial Culture: We value initiative, fresh ideas, and people who want to build something meaningful.

If you’re ready to take the next step in your sales career and join a company where your ambition is encouraged and rewarded, we’d love to hear from you.

This is an in-office position, with the office being in Mequon, Wi.