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, Financial Services.

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

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Position overview

This is an entry-level, remote Sales Development Specialist role supporting a confidential client in the financial services industry. The role focuses on phone-based outreach to financial professionals to generate business development opportunities, support adoption of digital tools, and deliver timely customer support. This is a remote position; applicants should be able to work independently, use basic CRM tools, and commit to ongoing professional development.

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What You’ll Do

• Perform outbound marketing and business-development calls to new and existing financial professionals to generate qualified leads and relationship growth opportunities.
• Log calls, contacts, conversations, and illustration requests accurately in the CRM (Microsoft Dynamics-based).
• Support financial professionals in adopting digital platform tools (transaction center, web tools) via phone coaching and Webex walk-throughs.
• Collaborate with internal and external sales partners to progress business opportunities.
• Analyze profile and client-provided information to recommend the best sales approach and adapt tactics to meet campaign goals.
• Identify cross-sell and upsell opportunities aligned with campaign objectives and product knowledge.
• Distribute marketing content (emails, webinars, videos, flyers, podcasts) to support campaigns.
• Respond to inbound sales calls and emails, providing prompt, knowledgeable service and routing to appropriate resources when needed.
• Deliver high-level training on digital solutions, including basic navigation and use-case guidance.
• Participate in webinars, self-study, mentorship, and other learning activities to grow product and industry knowledge.
• Help train and mentor other teammates when required.

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Qualifications

Required

• Effective interpersonal and written communication skills.
• Strong customer-service orientation for both internal and external stakeholders.
• Good time-management and prioritization abilities; able to juggle multiple tasks.
• Comfortable working independently and as part of a team; self-directed.
• Proficiency with Windows PCs and Microsoft Office applications.
• Basic CRM experience (data entry, contact logging); comfort learning Microsoft Dynamics is helpful.
• Problem-solving skills and ability to communicate across organizational levels.
• Bachelor’s degree or equivalent education, training, or relevant work experience.

Preferred

• Prior phone-based sales or service experience.
• Experience in financial services or related regulated industries.

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Compensation & Benefits

• Base pay: $22.00 per hour.
• Plus benefits: PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
• Employment is contingent on successful completion of background screening (employment, education, criminal history, as permitted by law).

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Workplace & Compliance

• This is a remote position; applicants must be authorized to work in the U.S.
• The confidential client is an Equal Opportunity Employer and complies with the Americans with Disabilities Act. Reasonable accommodations are available—applicants can request accommodations during the hiring process.
• Pay transparency: compensation may vary based on experience and location; the posted base pay is provided per the source.
• Background checks and verification checks will be conducted in accordance with applicable laws.

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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.