About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Sales — Banking, Insurance & Investment.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Overview

Confidential Client is hiring an Entry‑Level Sales Development Representative to join a mission-driven Sales & Business Development team focused on the banking, insurance, and investment sectors. This is an entry-level, full‑time role ideal for strong communicators who want to build a sales career while supporting inclusive talent and corporate partnerships.

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What You’ll Do

• Identify and research prospective employer partners in banking, insurance, and investment sectors
• Conduct outbound outreach via phone, email, and social media to generate and qualify leads
• Schedule discovery calls and meetings for senior relationship managers and program leaders
• Maintain accurate records of contacts, activities, and pipeline in a CRM system
• Support creation and customization of sales decks, proposals, and follow-up materials
• Clearly and professionally communicate the client’s mission, model, and value proposition to prospective partners
• Collaborate with Program Managers and cross-functional teams to ensure smooth handoff of qualified opportunities
• Track performance metrics and adjust outreach strategies to meet or exceed targets
• Participate in team meetings, trainings, and professional development opportunities
• Suggest improvements to messaging, campaigns, and business development processes

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What We’re Looking For

• Bachelor’s degree in business, marketing, communications, or a related field — or equivalent experience
• Any sales, SDR, or business development training or bootcamp certifications (preferred)
• Familiarity with CRM platforms such as Salesforce or similar (preferred)
• Strong written and verbal communication skills
• Confidence with outbound prospecting, phone and email outreach strategies
• Basic CRM usage and pipeline management
• Ability to research and profile prospective partners in financial services
• Presentation and pitching skills; consultative sales techniques
• Time management, organization, and basic metrics analysis
• Collaborative mindset and eagerness to learn in a fast-paced, mission-driven environment

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Compensation & Benefits

• Salary: $58,000 - $70,000 per year
• Benefits include:
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • 401(k)
• Full‑time employment with opportunities for training, mentoring, and career progression in business development and sales

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Location & Schedule

• Location: Shaler Township, PA
• This role is based in Shaler Township; local candidates are preferred. (No remote/telecommute status stated in source posting.)

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About the Role & Culture

Confidential Client is focused on building inclusive talent pipelines and meaningful corporate partnerships within financial services. You’ll join a collaborative team that values coaching, professional growth, and measurable impact — a great place to begin a sales career with social purpose.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.