Sales Development Representative

We’re looking for a motivated, driven Sales Development Representative to join our client's growing team. This role is ideal for someone who enjoys building relationships, learning the sales process, and working in a fast-paced, goal-oriented environment.

Prior SDR experience is not required
, but customer-facing experience is highly perferred.

• Engage with prospective customers via phone, email, and Linked In
• Qualify inbound and outbound leads and book meetings for the sales team
• Learn the product, customer profiles, and value proposition
• Maintain accurate activity and notes in CRM tools
• Partner with sales and marketing to support pipeline growth

• Sales experience or financial services / industry experience strongly preferred
• Background in customer-facing roles a plus
• Strong communication and interpersonal skills
• Coachable, motivated, and comfortable working toward goals
• Highly organized with attention to detail
• Ability to work from our NYC office 3 days per week

• Hands-on training and ongoing mentorship
• Clear career growth opportunities within sales
• Collaborative, supportive team culture
• Exposure to real-world sales strategy and execution