Business Development Representative
About this role
About the Role As a member of the Business Development Representative (BDR) team, you will help drive YCharts' sales success by identifying target accounts, engaging prospects via phone and email, and collaborating with Account Executives to move opportunities forward. This role suits someone interested in fintech and financial services who enjoys a collaborative, competitive environment. What You'll Do
- Identify, create, and respond to defined accounts via phone and email (inbound + outbound sales opportunities).
- Qualify interested financial advisors and introduce them to YCharts Account Executives.
- Educate prospective clients on YCharts' sales process to establish positive client relationships.
- Actively participate in weekly team meetings and training sessions. What We're Looking For
- Prior sales training and/or experience with cold/warm calling.
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