Sales Development Representative - Financial Services

Conduct outbound outreach via phone, email, and social media to generate new business opportunities.

Maintain and update prospect information within the CRM system.

Schedule introductory meetings for senior sales team members.

Coordinate and schedule meetings with existing clients.

Bachelor's degree required, preferably in Finance, Economics or Marketing.

Ability to work a hybrid schedule of 3 days per week in office: 19 Old Kings Highway South, Suite 200, Darien, CT 06820.

Outstanding verbal, written and presentation skills, with the ability to communicate clearly and effectively.

Manage the sales process through targeted phone calls, one-on-one meetings, and group presentations.