Sales Development Representative (SDR) – Investment

Description

Job Summary: We are seeking a highly motivated SDR to identify investors, generate qualified leads, and build an investment pipeline within the Investment team. Key Highlights: 1. Opportunity for professional growth 2. Dynamic, team-oriented work environment 3. Hybrid work model **Description:** ---------------- We are looking for a highly motivated **Sales Development Representative (SDR)** to join our **Investment** team. In this role, you will be responsible for identifying investors, generating qualified leads, and helping build an investment portfolio. **Job Description** * Identify new prospects using various tools (LinkedIn, Génesis, Salesforce). * Make outbound calls, send personalized emails, and participate in lead generation campaigns. * Qualify leads and schedule meetings between Account Managers and the Investment team. * Maintain accurate records in the CRM (e.g., Salesforce or HubSpot). * Collaborate with Marketing and Sales teams to optimize prospecting and conversion strategies. **What We Offer:** * Opportunity for professional growth within a growing company. * Private health insurance. * Work tools and necessary software licenses for your role. * Dynamic, team-oriented environment applying agile methodologies. * Hybrid work model designed to support work-life balance and productivity. **Requirements** * Prior experience in sales, customer service, or related roles. * Experience working with CRM systems. * Excellent verbal and written communication skills. * Proficiency in Microsoft Office applications (Word, Excel, Outlook, PowerPoint).