Sales Development Representative

Posted about 2 months agoViewed
United StatesFull-TimeFinancial Services
Company:Wealth Without Wallstreet
Location:United States
Languages:English
Seniority level:Entry
Skills:
Customer serviceLead GenerationRelationship buildingCRM
Requirements:
Natural communicator who loves people Confident on the phone and comfortable handling objections with empathy Driven, goal-oriented, and thrive in a results-based environment Organized, self-motivated, and comfortable working remotely Experience in sales, customer service, or financial coaching is a plus
Responsibilities:
Reach out to inbound leads via phone, text, and email Listen to each person’s story and help them find the next right step Schedule discovery calls for coaches and wealth strategists Manage and track your pipeline in our CRM (HubSpot) Collaborate with marketing and coaching teams
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