Role Description
The Sales Development Representative (SDR) - Financial Solutions plays a key role in driving BELAYβs growth by reconnecting with warm and dormant financial solutions leads to generate new business opportunities. This entry-level sales position is designed to develop strong foundational sales skills while providing critical support to the inbound sales team. The SDR will proactively engage prospects who have previously expressed interest in BELAYβs services, creating authentic connections, uncovering needs, and converting qualified leads into new clients.
As a BELAY Corporate Team member, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision, and core values daily, fostering a collaborative and positive team environment.
Key Responsibilities
-
Conduct warm outreach via phone, email, and LinkedIn to re-engage dormant leads and Marketing Qualified Leads (MQLs)
-
Lead consultative sales conversations to understand prospect needs, present tailored solutions, address objections, and close business
-
Utilize Salesforce to manage outreach activity, track pipeline progression, and maintain accurate records
-
Nurture early-stage leads through strategic, value-driven communication
-
Partner with Solutions Consultants and Marketing to enhance lead conversion rates and ensure message alignment
-
Consistently meet or exceed weekly outreach, meeting, and conversion goals
-
Provide insights and feedback on lead quality, market trends, and campaign effectiveness
-
Represent BELAY with professionalism, enthusiasm, and a brand-aligned presence
-
Manage the full sales cycle β from initial outreach through follow-up, conversion, and close
Qualifications
-
Motivated and trustworthy self-starter with strong communication and technological skills
-
1β2 years of experience in sales, lead generation, customer success, or related fields (entry-level candidates are encouraged to apply)
-
Excellent communication and interpersonal skills, comfortable engaging prospects via phone and video
-
Results-oriented and motivated by metrics, growth, and achievement
-
Highly organized with strong follow-through and attention to detail
-
Experience with Salesforce or a similar CRM is a plus
-
Positive, resilient, and curious, with a desire to learn and thrive in a fast-paced environment
-
Accounting acumen is required, with a strong understanding of accounting principles and processes
Requirements
-
Full-time remote work, requiring a dedicated, distraction-free home office for standard Monday-Friday business hours
-
Occasional travel for some roles
Benefits
-
Pay Range: $24.00 / hour + Commission
-
Health Insurance: Medical, dental, vision, life, and disability insurance are available to eligible employees. BELAY covers 70% of employee premiums and 65% of dependent premiums for medical, and 70% of employee premiums for dental and vision.
-
Company-paid life insurance ($15,000 coverage) and short-term/long-term disability coverage (STD: 60% of weekly earnings up to $1,500; LTD: 60% of monthly earnings up to $10,000) are provided at no cost to full-time employees.
-
Retirement Benefits: 401(k) plan through Vanguard, with a 4% discretionary employer match. Employees are eligible after 90 days of employment.
-
Paid Time Off: Full-time (40 hr/week) employees receive 15 days of PTO annually; full-time (30 hr/week) employees receive 12 days. Additional PTO is awarded at 3- and 5-year tenure milestones.
-
Paid Holidays: 12 paid holidays annually.
-
Paid Sick Leave: Full-time employeesβ PTO accrual generally satisfies state and local paid sick leave requirements.