Fractional Services SDR selling to Property Owners

Must Haves for this role:

• Must have had prior experience selling financial services or in real estate

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Objectives of this role:

• Represent the company’s products and services, using comprehensive knowledge as well as consumer research to explain how their solutions meet customer needs
• Generate leads and build relationships by nurturing warm prospects and finding potential new sales opportunities
• Manage and maintain a pipeline of interested prospects and engage the founding team in next steps
• Identify best practices for refining the company’s lead-generation playbook

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Responsibilities:

• Utilize CRM, cold calls, and email to generate new sales opportunities
• Identify the needs of prospects, and suggest appropriate products or services
• Build long-term, trusting relationships with prospects to qualify leads as sales opportunities
• Proactively seek new business opportunities in the market
• Set up meetings or calls between (prospective) customers and the founding team
• Report to the CEO with weekly, monthly, and quarterly results

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