Sales Development Representative - Financial Services
About The Position
NielsenIQ’s Financial Services team provides alternative data products to buy-side and sell-side financial institutions using first-party and third-party data sets. The Sales Development Representative supports sales and client relationship efforts by prospecting for new business, coordinating client meetings, and helping prepare and organize client reviews. This early-career role offers hands-on sales experience and the opportunity to develop client relationship management and business development skills. The position is hybrid, with three days per week in the office at 19 Old Kings Highway South, Suite 200, Darien, CT 06820. It includes prospecting and outreach, client relationship support, client review coordination, and sales administration. The role may require flexibility to work beyond standard business hours when needed.
Requirements
- 1–3 years of sales development experience, including cold outreach and lead qualification, in DaaS, SaaS, market research, or information technology industries.
- Bachelor’s degree required.
- Ability to work a hybrid schedule with three days per week in the Darien, Connecticut office.
- Strong verbal, written, and presentation skills.
- Proficiency with Microsoft PowerPoint, Excel, and Word.
- Motivation, initiative, and the ability to work independently and as part of a team; strong follow-through is essential.
- Ability to maintain a high level of activity to meet goals and objectives.
- Ability to work with limited supervision.
- Strong client service orientation, attention to detail, relationship-building, problem-solving, collaboration, and results orientation.
- Flexibility to work beyond standard business hours when needed.
- Strong organizational, negotiation, and listening skills; professional conduct and integrity.
Nice To Haves
- A bachelor’s degree in Finance, Economics, or Marketing is preferred.
Responsibilities
- Identify and research prospective clients through referrals, networking, industry databases, and other sources.
- Conduct outbound prospecting by phone, email, and social media to generate business opportunities.
- Maintain prospect information in the CRM system.
- Schedule introductory meetings for senior sales team members.
- Coordinate meetings with existing clients and respond to routine client inquiries and requests.
- Maintain client relationships through regular follow-up and keep client records and contact information accurate.
- Help plan and organize client review meetings; prepare materials, agendas, and presentations, and coordinate scheduling and logistics.
- Track follow-up items and ensure action items are documented and communicated.
- Maintain sales activity records and reporting.
- Support the sales team with administrative and operational tasks, pipeline management, and opportunity tracking.
- Contribute to team initiatives and special projects as assigned.
- Manage the sales process through targeted phone calls, one-on-one meetings, and group presentations.
Benefits
- Comprehensive healthcare plan, including medical, prescription drug, dental, and vision coverage.
- Flexible spending accounts and a Health Savings Account, including company contributions.
- Life and AD&D insurance.
- 401(k) retirement plan with company matching contributions.
- Disability insurance.
- Tuition reimbursement and education support.
- Discretionary paid time off and 11 paid holidays.
- Flexible working environment.
- Volunteer time off.
- LinkedIn Learning.
- Employee Assistance Program (EAP).
- Industry-leading parental leave.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
