Sales Development Representative

GetJobSmart; Sacramento (CA); Remote; USD 42,000 - 68,000; Full time

Job summary

Birch Atlantic Partners in Sacramento, CA is hiring a Sales Development Representative to identify and engage potential clients for investment services. The role focuses on outbound prospecting, scheduling appointments, qualifying leads, and building a strong pipeline for the sales team.

You'll join a collaborative team, work with CRM tools, and attend industry events to expand the network. A flexible schedule and remote-work potential are mentioned; strong communication skills are essential for

Qualifications

• Proven track record in sales development or a related field.
• Strong communication and interpersonal skills.
• Ability to build rapport with prospects and clients.
• Proactive approach to prospecting and pipeline development.

Responsibilities

• Outbound prospecting, scheduling appointments, qualifying leads, attending industry events, networking with potential clients.

Skills

Sales development experience

Strong communication

Rapport building

Proactive prospecting

Lead qualification

Tools

CRM software

Job description

Birch Atlantic Partners, a financial services company, is hiring a Sales Development Representative in Sacramento, CA. This full-time role focuses on identifying and engaging potential clients for investment services, involving outbound prospecting, relationship-building, and sales opportunity generation.

As a Sales Development Representative, you'll make outbound calls, schedule appointments, and qualify leads. You'll also attend industry events and network with potential clients to generate a pipeline of qualified leads for the sales team.

You'll join a close-knit team in Sacramento, CA, in a collaborative environment. Our office is in a vibrant area with easy access to public transportation and dining options, encouraging teamwork and idea-sharing.

The compensation for this role is determined during the interview process, with the exact amount tailored to the candidate's qualifications and experience. While specific benefits are not detailed, they may include health insurance, retirement plans, or other perks, depending on the company's policies and the candidate's performance. The position offers a flexible work schedule, allowing employees to manage their time effectively, and requires a computer with reliable internet access for remote work. Candidates should be proficient in using standard office software such as Microsoft Office or Google Workspace, and have excellent communication skills to collaborate with team members and clients. The role involves managing projects, analyzing data, and providing support to ensure the smooth operation of the business.

To succeed, you should have a proven sales development background, strong communication skills, and the ability to build rapport. Proficiency in CRM software and a proactive approach to prospecting are also essential.

Responsibilities

• Outbound prospecting, scheduling appointments, qualifying leads, attending industry events, networking with potential clients

Qualifications

• Proven track record in sales development or a related field, strong communication skills, ability to build rapport with prospects, comfort with CRM software, proactive approach to prospecting