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Overview: We are seeking a highly motivated and results-driven Sales Development Representative (SDR) to focus exclusively on engaging potential clients of Wealth Advisors across the United States and Canada. The ideal candidate will have at least 3 - 5+ years of experience in lead generation, multi-channel outreach, and strategic prospect engagement. This role requires a forward-thinking individual who embraces AI-driven workflows and is eager to experiment with creative engagement strategies beyond traditional channels. Additionally, the SDR will play a key role in planning and executing events tailored to Wealth Advisors.
Bold Business is a US-based leading global business processing outsourcing firm with over 25 years experience and $7B+ in client engagements. We enable companies of all sizes to scale by providing global outsourcing talent services.
Key Responsibilities:
- Prospect Identification & Engagement: Utilize LinkedIn Sales Navigator, industry databases, and other digital tools to identify and engage potential Wealth Advisor clients.
- Strategic Qualification: Research and qualify prospects based on their mandates, ensuring alignment with business objectives.
- Outbound Outreach & Creative Engagement: Develop and execute multi-channel strategies (LinkedIn, email, phone, SMS, and other creative approaches) to generate interest and schedule meetings.
- Event Planning & Execution: Coordinate targeted events (virtual and in-person) to engage Wealth Advisors and create networking opportunities.
- Telemarketing & SMS Campaigns: Design and execute telemarketing and SMS outreach for select prospects, recommending the most effective tools and methods.
- Pipeline Development: Maintain a structured outreach cadence, track engagement, and push prospects through the sales funnel to conversion.
- AI & Tech Optimization: Leverage AI-powered sales tools to enhance efficiency and explore new engagement strategies.
Qualifications:
- 3 - 5+ years of experience in B2B sales, business development, or lead generation, with a strong track record of engaging Wealth Advisors.
- Tech-savvy, self-starter, and innovative thinker who embraces the latest tools to optimize workflows and engagement strategies.
- Exceptional LinkedIn networking and prospecting skills, with the ability to source, engage, and nurture relationships effectively before handing off leads to the Head of Sales.
- Event planning experience, with the ability to organize and execute prospecting events tailored to the Wealth Advisor audience.
- Strong written and verbal communication skills, with a value-based approach to selling and a deep understanding of client needs.
- Highly organized, self-motivated, and capable of working independently in a fast-paced environment.
Top Reasons to Join Our Team:
- Fully Remote: Enjoy a 100% remote role with flexibility and work-life balance.
- Innovative & Supportive Culture: We foster a culture that values innovation and provides the tools for success.
- Growth & Development: Expand your skill set through ongoing training and professional development.
- Competitive Compensation: Performance-driven incentives and opportunities for career growth.
(Bold Business recruiters always use a “@boldbusiness.com” email address and/or from our Applicant Tracking System, JazzHR. Any variation of this email domain should be considered suspicious. Additionally, Bold Business recruiters and authorized representatives will never request sensitive information in email or via text.)
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