Sales Development Representative - Full Time
Position Summary
The Sales Development Representative (SDR) is an entry-level role designed to develop the next generation of BHF's client-facing talent. In this role, you will be responsible for identifying and qualifying new business opportunities for BHF. This is an ideal position for a motivated self-starter who is eager to learn the financial services industry and grow into a long-term sales career.
Key Responsibilities
- Conduct daily outbound prospecting activities including calls, emails, and LinkedIn outreach to generate qualified leads
- Research and identify target accounts (leads) that align with BHF's ideal client profile
- Schedule introductory meetings and discovery calls for Account Managers
- Maintain accurate and up-to-date records of all prospect interactions in the CRM system
- Meet or exceed weekly and monthly activity and pipeline contribution targets
- Participate in ongoing sales training, team meetings, and professional development opportunities
- Represent BHF's brand and values with professionalism and integrity in every interaction
Qualifications
Required
- Strong written and verbal communication skills with the ability to connect with a wide range of individuals
- Self-motivated with a growth mindset and a willingness to be coached
- Highly organized with attention to detail for daily tasks
- Alignment with BHF's core values and a commitment to serving others with excellence
- Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
Preferred
- Bachelor's degree in Business, Finance, Communications, Marketing, or a related field (or equivalent experience)
- Prior internship or work experience in sales, financial services, or a customer-facing role
- Familiarity with CRM platform (Salesforce)
- Experience with prospecting or lead generation activities
- Demonstrated involvement in campus organizations, athletics, or community service
What We Offer
- Competitive base salary with performance-based incentives
- Structured onboarding and a dedicated mentorship program
- Clear career path with promotion opportunities into Account Executive role
- A faith-forward, people-first culture that invests in the whole person
- Company-sponsored professional development and industry training
- Health, dental, and vision benefits
- Collaborative team environment rooted in BHF's five core values