Paradigm Life is a leading financial services company dedicated to empowering individuals with innovative wealth-building strategies. We offer a holistic approach to personal finance, ensuring our clients achieve financial freedom and security through our Perpetual Wealth Strategy. Our mission is to guide clients towards a more fulfilling life today and a secure financial future.
We are seeking a dynamic and motivated Sales Development Manager to join our team. The ideal candidate will have a passion for sales, a deep understanding of financial services, and a commitment to helping clients achieve their financial goals. This role is critical in driving our growth by generating leads, qualifying prospects, and developing relationships with potential clients.
- Understanding of SDR role and how to optimize the team
- New SDR Job Description
- Develop and implement strategies to generate new sales leads.
- Qualify inbound leads and follow up on outbound leads to convert them into sales opportunities.
- Utilize various channels including social media, email campaigns, webinars, and events to generate and nurture leads.
- Manage and track the sales pipeline using CRM tools.
- Ensure timely follow-up and maintain detailed records of interactions with leads and prospects.
- Analyze and report on sales development metrics to identify trends and opportunities for improvement.
- Build and maintain strong relationships with potential clients, team members, and management.
- Understand clients' financial needs and present appropriate Paradigm Life solutions.
- Collaborate with the sales team to transition qualified leads and support the closing process.
- Work closely with marketing to align lead generation efforts with overall business strategy.
- Provide feedback and insights to improve marketing campaigns and lead generation processes.
- Mentor and guide junior sales development representatives to achieve team goals.
- Stay up-to-date with industry trends and best practices in sales development.
- Continuously seek ways to improve the efficiency and effectiveness of the sales development process.
- Bachelor's degree in Business, Marketing, or related field is preferred but not mandatory.
- 5+ years of experience in sales development, preferably in the financial services industry.
- Proven track record of generating and qualifying leads.
- Strong understanding of financial products and services.
- Excellent communication and interpersonal skills.
- Proficiency in CRM software and sales tools.
- Highly motivated, self-starter with a strong work ethic.
- Ability to work collaboratively in a team environment and lead by example.
- Competitive salary and performance-based bonuses.
- Comprehensive health, dental, and vision insurance.
- Retirement savings plan with company match.
- Opportunities for professional development and career growth.
- Supportive and dynamic work environment.
What We Do
Millions of people follow financial advice that prevents them from achieving the future they deserve.
We come alongside clients to implement a personalized wealth strategy that empowers them to live a fulfilling life now and ensure the future of their dreams.
In an age of limitless information, people fall short of their financial potential.
The breakdown of potential starts with neglect for individual financial education. The absence of financial education leads to harmful behavior - poor spending habits, reckless investment decisions, and excessive reliance on others for advice.
The financial industry perpetuates poor individual stewardship by advocating bad debt, promoting outdated ideas about retirement, and supplying investment products that fail to reward risk.
Mandatory Social Security and Medicare programs promise to benefit retirees with mathematically improbable results.
Our modern-day financial system’s broken ideas result in continual unfulfilled promises about people’s future, leading to frustration, anxiety, and hopelessness.
For these reasons, Paradigm Life created the Perpetual Wealth Strategy, an innovative way to establish an ironclad financial foundation so our clients can experience an even more fulfilling life now and a financially independent future.
