Sales Development Representative
$115,000–$115,000 year
On-siteDallas, Texas, United States
Job Summary
Qualify inbound leads and route them to account owners with clear context and next-step recommendations. Drive high-volume, multi-channel outbound prospecting, prioritizing phone calls supplemented by email and LinkedIn, to generate new sales-qualified opportunities. Maintain a consistent daily outreach cadence aligned with team goals and execute weekly, theme-based prospecting campaigns informed by market developments and leadership guidance. Use independent judgment to determine lead readiness for the sales pipeline while leveraging consultative selling skills to build trust and educate financial advisors. Quickly articulate value of the Altruist platform in first-touch conversations and systematically capture feedback to inform product roadmaps and sales plays. Track all activities, conversion metrics, and KPIs in Salesforce to ensure accurate records and support predictable, scalable growth.
Required Qualifications
- At least 2 years of experience as a sales professional in a B2B financial services, fintech, or SaaS organization
- Track record of meeting or exceeding quotas in a fast-paced environment
- Ability to quickly understand complex product features and explain how they create value for customers in simple, compelling language
- Comfort with high-volume outbound outreach, particularly phone-based prospecting
- Resilience to handle rejection while maintaining energy and professionalism
- Ideally looking for a B.A. / B.S. degree in relevant fields such as Business, Marketing, etc.
- Technologically savvy and can easily get up to speed on modern tech stacks (i.e., Google Suite, Slack, Salesforce, Zendesk, etc.)
- Demonstrate coachability and a growth mindset
- Active seeking and applying feedback from sales leadership
- FINRA Series 7 and 63 licenses
Desired Qualifications
- Early-career candidates with strong academic or internship experience in finance or financial technology who can demonstrate clear sales aptitude and drive
- Prior experience at a fast-growing B2B startup
- Experience selling into financial advisor, RIA, or wealth management audiences
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.