Remote Sales Development Representative

The company we represent is seeking a motivated and detail-oriented Sales Development Representative to join their dynamic team. This is a fully remote position.  In this role, you will be responsible for providing expert financial advice and solutions to clients, helping them achieve their financial goals. You will engage in account management and sales activities to build and maintain strong client relationships. The ideal candidate will possess a strong understanding of the market and demonstrate exceptional analytical skills.

Responsibilities

• Develop and manage client accounts by providing tailored financial solutions that meet individual needs.
• Conduct market analysis to identify trends and opportunities for clients.
• Engage in inside sales activities, including calling warm lead potential clients to generate sales.
• Utilize upselling techniques to enhance client portfolios and inc...