Sales Development Representative

American City Business Journals • Philadelphia, PA

2h

About The Position

We are seeking a motivated and driven Sales Development Representative to join our team. In this role, you will be responsible for booking qualified product demos for our regional sales team by running outbound prospecting through calls, email, and LinkedIn to generate new opportunities. You will also research target accounts, build prospecting lists and campaigns, manage activity, follow-up, and pipeline data in our CRM, and partner with marketing and sales to sharpen messaging, sequences, and outreach strategy. A key aspect of this role is to build fluency in the financial advisor market and the business owner planning space.

Requirements

• BA/BS degree preferred
• 0 to 2 years of sales or customer-facing experience is a plus
• Strong written and verbal communication skills
• Comfortable with high-volume outbound outreach and consistent daily activity
• Organized, coachable, and curious
• Genuine interest in sales, fintech, and financial services

Responsibilities

• Book qualified product demos for our regional sales team
• Run outbound prospecting through calls, email, and LinkedIn to generate new opportunities
• Research target accounts and build prospecting lists and campaigns
• Manage activity, follow-up, and pipeline data in our CRM
• Partner with marketing and sales to sharpen messaging, sequences, and outreach strategy
• Build fluency in the financial advisor market and the business owner planning space

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level