Sales Development Representative
SmartAsset(1 month ago)
About this role
A Sales Development Representative at SmartAsset generates and qualifies new sales opportunities for Account Executives by engaging fiduciary financial advisors nationwide. The role emphasizes strategic outbound prospecting and rapid follow-up on inbound leads to position SmartAsset's platform as a solution for advisors' business growth. This fully remote position sits on the Sales Development team and supports cross-functional collaboration with Account Executives and Marketing.
Required Skills
- Outbound Prospecting
- Cold Calling
- Email Outreach
- Lead Qualification
- CRM Hygiene
- Salesforce
- Pipeline Management
- Meeting Coordination
- Research
- Social Selling
+4 more
Qualifications
- Degree in Finance or Economics
About SmartAsset
smartasset.comSmartAsset is a personal finance technology company and publisher that provides free, interactive tools and expert content to help consumers make smarter financial decisions. Its calculators and guides cover home buying and mortgages, refinancing, retirement planning, taxes, life insurance, investing, personal loans and more, offering personalized estimates and actionable next steps. SmartAsset also connects users with vetted financial advisors and lenders through matching tools and provides lead-generation services for financial professionals. The platform emphasizes data-driven advice and easy-to-use interfaces for both consumers and industry partners.
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