Sales Development Representative (SDR) (Fintech)

TL;DR

Sales Development Representative (SDR) (Fintech): Find and screen potential customers who could benefit from financial wellness products and services with an accent on engaging new clients through high volume calls and call cadences. Focus on driving qualification, urgency and intent and creating effective sales meetings.

Location: This role will be based in hirify.global’s New York City HQ, and will be expected to report to the office in a hybrid schedule.

Salary: The expected base salary range for this position is a minimum of $55K - $60K, plus performance based variable.

Company

hirify.global is the financial technology company powering the new savings economy.

What you will do

• Represent the company’s products and services & deliver hirify.global’s value proposition to new prospects, including both financial advisors and business owners.
• Qualify prospects, build intent & generate new meetings for sales through outbound calling.
• Manage and maintain a pipeline of interested prospects and engage sales leaders in next steps.
• Own your personal growth and development as a hirify.global sales representative by learning the financial services industry, hirify.global’s range of financial wellness solutions, and the mechanics of a modern sales process.
• Utilize Salesforce & Salesloft to manage lead lists.

Requirements

• 1 or more years of experience in sales, with a track record of exceeding lead targets
• Strong communication skills via phone and email
• Proven, creative problem-solving approach and strong analytical skills
• Displays self-motivation for sales coaching and development
• Strong desire and ability to move up within a sales organization

Nice to have

• Bachelor’s degree (or equivalent) or at least five years of relevant work experience
• Experience as a sales development representative, with a track record of achieving & exceeding sales quotas
• Proficiency with Salesforce, Salesloft, or other CRM software
• Financial services &/or small business sales experience

Culture & Benefits

• We value health and wellness at hirify.global and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering.
• We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them.
• Great 401(k) plan!

Hiring process

• Getting to know the team members through 1-2 conversations about hirify.global, your experience, and your interests.
• Next steps can vary by role, but the usual next steps are a skill or experience screen which leads to a virtual or in-person interview panel after that if the screens go well.
• Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer.