Role Name: Sales Development Representative

Schedule: Full-time (40 hours a week), Monday to Friday 9am to 6pm with one hour of unpaid break 

Client Timezone: CST

Client Overview: Join a comprehensive financial services company that operates across three high-value sectors: real estate sales, mortgage lending, and tax preparation services. This established business serves both residential and commercial markets and is actively scaling their operations. You’ll be contributing directly to revenue growth across multiple service lines in an industry where relationships and trust drive success.

Job Description: You’ll own the entire front end of the sales funnel for a multi-faceted financial services business. This isn’t just about setting appointments – you’ll be building relationships, qualifying serious prospects, and actively participating in closing deals across real estate, mortgage, and accounting services. You’ll work directly with the business owner to identify high-value opportunities and convert them into revenue. This role offers significant growth potential as you’ll be instrumental in scaling operations across three profitable business verticals.

Responsibilities:

• Generate qualified leads through strategic research and targeted list building
• Execute cold outreach campaigns via email and phone to prospects in real estate and financial services
• Qualify prospects across residential and commercial real estate, mortgage lending, and tax services
• Set high-quality appointments and warm up leads for the sales team
• Actively participate in sales conversations and help close deals
• Build and maintain comprehensive prospect databases and contact management systems
• Follow up systematically with potential clients to nurture relationships through the sales cycle
• Support business development initiatives across all three service lines
• Track and report on lead generation metrics and conversion rates

Requirements:

• Proven experience in sales and lead generation, preferably in financial services or real estate
• Strong communication skills with ability to articulate complex value propositions over phone and email
• Experience with cold calling and email outreach campaigns
• Self-motivated with excellent organizational and time management skills
• Comfortable using CRM systems and sales tracking tools
• Bilingual English proficiency required
• Bonus if you have previous experience in real estate, mortgage, or financial services
• It helps if you’re familiar with residential and commercial property markets

Independent Contractor Perks
Health Insurance coverage for eligible locations
Permanent work from home
Immediate hiring
Steady freelance job