Entry-Level Sales Development Representative

About the Role

Nexus One Financial Advisors is looking for motivated, energetic individuals to join our growing sales team. This is an entry-level outbound sales position focused on connecting with prospective clients and scheduling appointments with our financial advisors.

Key Responsibilities

• Make 100–200 outbound calls per day to prospective clients.
• Work toward a goal of 1–2 qualified appointments per day for our financial advisors.
• Engage prospects in conversations about retirement and financial planning.
• Follow up with leads who have previously expressed interest in financial services.
• Accurately document conversations, lead information, and appointments in our CRM.
• Work closely with our sales and advisor teams to ensure a smooth client experience.
• Consistently meet daily activity and appointment-setting goals.

Requirements & Tech Stack

• Strong communication and interpersonal skills.
• Comfortable making a high volume of outbound phone calls.
• Self-motivated, dependable, and goal-oriented.
• Ability to handle rejection and maintain a positive attitude.
• Basic computer skills and willingness to learn CRM software.
• Previous sales or call center experience is a plus, but not required.

Qualifications

Success looks like making 100–200 outbound calls daily, building meaningful conversations with prospects, and scheduling 1–2 qualified meetings per day for our financial advisors.