Sales Development Representative

Harbor North Partners; Phoenix (AZ); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development

Bonuses

Flexible work arrangements

Additional leave time

Job summary

Harbor North Partners, a financial services firm in Phoenix, AZ, is seeking a Sales Development Representative to join our team full-time. You will identify and qualify potential clients, initiate contact, and nurture leads to drive business growth.

Daily tasks include prospecting, setting appointments, and collaborating with the sales team to convert opportunities. Ideal candidates have a bachelor’s degree in Business or Marketing, prior sales or business development experience, and strong

Qualifications

• Bachelor's degree in Business, Marketing, or a related field.
• Experience in sales, business development, or a similar role is preferred.
• Excellent communication and interpersonal skills.
• Proficiency in CRM software (e.g., Salesforce or HubSpot).

Responsibilities

• Identify and prospect potential clients within the financial services industry, focusing on wealth management and investment advisory services.
• Conduct outbound and inbound sales calls to qualify leads and schedule meetings with key decision-makers.
• Nurture leads through personalized communication and follow-up to build relationships and drive conversions.
• Collaborate with the sales team to align on target accounts and develop strategic sales plans.
• Assist in the preparation and presentation of sales materials, including proposals and case studies.
• Track and analyze sales performance metrics to identify trends and opportunities for improvement.
• Maintain accurate and up-to-date records of all prospect interactions and sales activities.

Skills

Communication skills

Interpersonal skills

Time management

Prospecting

Lead qualification

Education

Bachelor's degree in Business/Marketing or related field

Tools

Salesforce

HubSpot

CRM software

Job description

Harbor North Partners, a financial services firm in Phoenix, AZ, seeks a Sales Development Representative for a full-time position. You will be part of a growing team, focusing on identifying and qualifying potential clients, initiating contact, and nurturing leads to drive business growth.

Your day-to-day tasks will include prospecting, lead qualification, scheduling appointments, and following up with potential clients. You will also collaborate with the sales team to ensure leads are properly nurtured and converted into opportunities.

You will work in a collaborative and results-driven environment with the sales team in Phoenix, AZ. The workplace is dynamic and innovative, fostering a culture of continuous learning and growth.

The salary for this position is negotiable, allowing for potential adjustments based on the candidate's qualifications, experience, and market conditions.

• health insurance, which covers a range of medical services and prescriptions, as well as vision and dental care.
• retirement plans, such as a 401(k) or pension scheme, to help them save for their future.
• professional development, offering opportunities for employees to enhance their skills and advance their careers through training programs, workshops, and access to industry certifications.
• bonuses.
• flexible work arrangements.
• additional leave time.

To excel in this role, you should have a bachelor's degree in business, marketing, or a related field. Experience in sales, business development, or a similar role is preferred. Strong communication and interpersonal skills are essential, along with proficiency in CRM software.

• Identify and prospect potential clients within the financial services industry, focusing on wealth management and investment advisory services.
• Conduct outbound and inbound sales calls to qualify leads and schedule meetings with key decision-makers.
• Nurture leads through personalized communication and follow-up to build relationships and drive conversions.
• Collaborate with the sales team to align on target accounts and develop strategic sales plans.
• Assist in the preparation and presentation of sales materials, including proposals and case studies.
• Track and analyze sales performance metrics to identify trends and opportunities for improvement.
• Maintain accurate and up-to-date records of all prospect interactions and sales activities.
• Bachelor's degree in Business, Marketing, or a related field, or equivalent experience.
• Previous experience in sales, business development, or a related role within the financial services industry is preferred.
• Excellent communication and interpersonal skills, with the ability to build rapport and influence key decision-makers.
• Strong organizational and time management skills, with the ability to prioritize and manage multiple tasks effectively.
• Proficiency in using CRM software and other sales tools, such as Salesforce or HubSpot.
• Familiarity with financial services products and services, including wealth management and investment advisory services.
• Ability to work independently and as part of a team in a fast-paced, results-driven environment.