Sales Development Representative, Inclined Technologies

• 2+ years of experience in sales, business development, or client-facing roles
• Demonstrated competency with verbal and written communications and the ability to present complex ideas in the right voice for the intended audience
• Self-directed with the ability to work independently
• High level of curiosity and willingness to learn financial concepts
• Proven track record of success to be adaptable to a dynamic and fast-paced work environment, manage multiple priorities and strict timelines simultaneously
• Team player, accountable, sales minded
• Resilient, coachable, and goal-oriented
• Organized and with strong attention to detail
• Self-motivated with a sense of urgency and follow through
• Ability to work in our Denver office

Desirable

• We’re looking for a driven Sales Development Representative (SDR) to help us capture relationships with advisors and teams within Northwestern Mutual, Mass Mutual and Guardian.
• Inclined partners with whole life insurance advisors whose customers are policyholders with cash value savings.
• You’ll be the first touchpoint with prospects introducing our platform, understanding their needs, and booking qualified meetings for our Account Executives
• Prospect into Financial Advisors, RIAs, and Wealth Management firms via phone, email, and LinkedIn
• Identify key decision-makers
• Qualify inbound and outbound leads and schedule discovery calls for Account Executives
• Build targeted account lists and execute strategic outbound campaigns
• Maintain accurate pipeline activity in CRM (HubSpot)
• Collaborate with marketing on campaigns specific to the advisor audience
• Consistently meet or exceed pipeline generation and activity targets