2-4 years of experience in B2B sales/SDR at a Fintech or mortgage/finance-related sales.
Must be highly motivated, comfortable with rejection, and eager to learn.
Strong verbal and written communication skills for cold calling and emailing.
Tech-savvy, familiar with sales tools such as HubSpot, Clay, LinkedIn Sales Navigator.
Preferred qualifications include experience in mortgage tech or selling to banks, lenders, and a background in financial services, lending, or B2B SaaS sales.
Research and reach out to mortgage lenders, banks, and financial institutions.
Utilise Apollo, Clay, LinkedIn Sales Navigator, and cold email campaigns to build a strong pipeline.
Execute multi-channel outreach (email, LinkedIn, and phone calls) to secure meetings.
Personalise outreach efforts to maximise engagement with decision-makers.
Follow up persistently with leads to ensure conversion.
Leverage Saaf’s AI Agent and other AI tools to maximise your reach.
Track outreach efforts and results in HubSpot.
Provide weekly reports on lead generation performance and potential deal flow.