Job description
Instant Teams is hiring an energetic and driven Sales Development Representative (SDR) to join our team. In this pivotal role, you will consult with prospective customers (primarily financial advisors) by phone and email. Your focus will be on identifying, qualifying, and generating a steady pipeline of qualified leads.
Day in the Life:
- High-Volume Prospecting: Make 200+ outbound calls daily
- Lead Qualification: Use calls, emails, and marketing tools to identify leads as non-qualified vs qualified and high-quality opportunities.
- Pipeline Generation: Consistently generate qualified leads per week, exceeding weekly, monthly, and quarterly quotas for new pipeline and scheduled meetings.
- Collaboration: Work closely with the team to develop and implement strategic prospecting initiatives.
- CRM Management: Utilize Salesforce CRM to track, manage, and nurture new prospect relationships.
- Creative Outreach: Leverage a variety of outbound communication methods, including cold calling, cold emailing, and direct mail, to engage prospects.
Must Have’s
- Minimum 6 months in a high-velocity sales environment as a top-performing SDR/BDR.
- Empathetic, with strong interpersonal skills and high emotional intelligence.
- Highly self-motivated, proactive, and resourceful.
- Gritty and comfortable handling rejection.
- Creative in opening new sales opportunities.
- Coachable, eager, and able to learn and improve.
- Excited to understand the unique needs of investment professionals.
- Highly positive outlook and sound judgment in new situations.
- Experience with Salesforce CRM or similar tools for managing prospect relationships.
- Excellent communication skills, especially via phone and email.
- Ability to thrive in a high-energy, collaborative environment.
- Positive attitude, energetic personality, and strong listening and writing skills.
- Basic technical knowledge of cloud services, operating systems, browsers, and Microsoft tools.
- Responsible, ethical, and committed to representing with integrity.
- Creative outbound sales skills using varied communication channels
Position Info:
- Pay: $19/hour plus incentives
- Schedule:
- Training: On the Job | Monday - Friday | 9am - 5pm EST
- Post-Training: Monday - Friday | 9am - 5pm EST
- This position is 100% remote
- Start Date: ASAP
Due to specific position requirements, we cannot hire from the following locations for this opportunity: OCONUS, California, Illinois, Iowa, Massachusetts, Montana, New Hampshire, New York, Rhode Island, Washington, and Washington DC
\* In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
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Notes
Other Duties
This is not necessarily a complete list of responsibilities, skills, duties, or requirements associated with the job. While this list is intended to be an accurate reflection of the current job, the Company reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change, (i.e., emergencies, changes in personnel, workload, rush jobs, or technological developments.)
EEO and Harassment Statement
Instant Teams provides equal employment opportunities (EEO) to all applicants, contractors, and employees without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. This policy applies to all terms and conditions of work, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Instant Teams expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Instant Teams’ contractors and employees to perform their job duties may result in discipline up to and including discharge.
About Us
As a customer experience (CX) marketplace, Instant Teams partners with nation’s top brands and companies through a suite of talent solutions that range from building out remote support teams to identifying a direct hire - all by sourcing from their remarkable and diverse talent community. As a mission-centric company, they have a proven track record of generating thousands of remote job opportunities and have significantly improved the financial well-being of military families, generating over $40 million in economic impact.








