The Role
The Sales Development Representative will generate leads, conduct consultative sales conversations, position financial and technical solutions, and build client relationships.
Summary Generated by Built In
This is a remote work position.
About the RoleWe are seeking a driven and consultative Sales Development Representative (SDR) with proven sales experience to join our growing team. The ideal candidate brings a unique blend of financial acumen, technical knowledge, and relationship-building skills to engage prospects, uncover business needs, and position tailored solutions. You will be critical in driving revenue growth by generating qualified leads, nurturing client relationships, and supporting the sales pipeline.Key Responsibilities
About the RoleWe are seeking a driven and consultative Sales Development Representative (SDR) with proven sales experience to join our growing team. The ideal candidate brings a unique blend of financial acumen, technical knowledge, and relationship-building skills to engage prospects, uncover business needs, and position tailored solutions. You will be critical in driving revenue growth by generating qualified leads, nurturing client relationships, and supporting the sales pipeline.Key Responsibilities
- Make 80-100 calls a day to warm leads that completed their business registration through our company
- Conduct consultative conversations to understand client needs, challenges, and business goals.
- Position financial and technical solutions such as business loans, payment processing, banking services, and website building to address client pain points.
- Clearly explain complex financial and technical concepts in a simple, client-friendly way.
- Build and maintain long-term relationships with clients to drive recurring revenue and loyalty.
- Consistently meet or exceed individual and team sales targets.
- Maintain accurate records in CRM systems and leverage sales tools to track progress and performance.
- 3+ years of proven sales experience, with a track record of meeting or exceeding targets.
- Strong consultative and relationship-building skills, with the ability to identify client needs and recommend value-driven solutions.
- Excellent active listening, communication, and negotiation skills (both verbal and written).
- Foundational financial acumen, with understanding of revenue, cash flow, and market trends.
- Basic familiarity with technical solutions such as payment gateways, POS systems, or website building platforms.
- Proficiency with Salesforce is a plus but not a must.
- Self-motivated, proactive, and results-driven with strong business acumen.
- Experience in selling financial services or SaaS/technology solutions.
- Background in customer support and sales, in addition to sales.
- Proven sales skills, including innovative thinking and team collaboration.
- Recognition or awards for high performance in previous roles.
- Demonstrated commitment to continuous learning and professional growth.
- Competitive compensation with performance-based incentives.
- Training and development opportunities to expand financial and technical expertise.
- Collaborative team environment with growth opportunities.
- The chance to make a real impact by helping businesses access essential financial and technical solutions.
Top Skills
Salesforce
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
With 1 million monthly visitors, Expertise helps people connect with local experts and helpful resources for life's most important decisions. From legal to home services to photography find the best professional in your area today.







