Sales Development Representative
ACBJ · Wayne, Pennsylvania, United States ·
- Category
- Sales
What You'll Do
- Book qualified product demos for our regional sales team
- Run outbound prospecting through calls, email, and LinkedIn to generate new opportunities
- Research target accounts and build prospecting lists and campaigns
- Manage activity, follow-up, and pipeline data in our CRM
- Partner with marketing and sales to sharpen messaging, sequences, and outreach strategy
- Build fluency in the financial advisor market and the business owner planning space
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