Outbound Sales Development Specialist – Financial Services

Summary
The Outbound Sales Development Specialist plays a vital role in nurturing leads and managing the sales pipeline for designated territories through proactive outbound telephone calls. This position emphasizes the importance of establishing strong relationships with potential clients and effectively qualifying leads throughout the sales process. The ideal candidate will be highly motivated, goal-driven, and adaptable, thriving in a dynamic and fast-paced environment while consistently achieving daily activity targets. This role offers significant opportunities for professional growth and development within the sales function.

Responsibilities

• Develop a thorough understanding of products, value propositions, and market positioning to effectively articulate benefits to prospects.
• Create and implement a targeted outbound sales strategy tailored to specific financial institution profiles and roles.
• Promptly follow up on and qualify inbound leads generated by the marketing team.
• Engage with leads daily to assess their goals, current status in the purchasing process, and budgetary considerations.
• Meet and exceed established sales targets and lead conversion rate objectives as determined by management.
• Leverage opportunities for professional growth and skill enhancement through ongoing training and development initiatives.

Requirements

• Familiarity with marketing and CRM platforms is preferred.
• Demonstrated ability to maintain focus on tasks, prioritize effectively, and meet deadlines.
• Understanding of outbound communication best practices and a proactive approach to industry developments.
• Strong analytical skills for monitoring data capture and utilizing reporting tools to track performance metrics.
• Ability to clearly communicate the value proposition, both in writing and verbally.
• Capable of simplifying and explaining complex concepts and ideas clearly and concisely, using excellent presentation and communication skills (in-person and over the phone).
• Able to work independently as well as collaboratively within a team environment.