Job Overview

Our client is an innovative, AI-driven FinTech company operating globally within the structured products space. They are seeking a highly driven, target-oriented FinTech Sales Development Representative (SDR) to spearhead their B2B outbound lead generation and pipeline growth.

In this role, you will identify and engage high-value global prospects—including institutional brokers, asset managers, private banks, and wealth management firms. Using a mix of LinkedIn Sales Navigator, data intelligence engines, and outbound dialing, you will initiate conversations with senior financial stakeholders to secure highly qualified meetings for the executive leadership team.

Schedule

• Monday – Friday, 9:00 AM – 6:00 PM US Eastern Time (EST), including a 1-hour unpaid break (40 hours per week)

Responsibilities

Institutional Lead Sourcing & Qualification

• Prospect Identification: Utilize enterprise prospecting tools like Apollo and LinkedIn Sales Navigator to locate and qualify high-affinity institutional targets.
• Target Mapping: Pinpoint key decision-makers across brokers, distributors, and wealth channels, specifically targeting titles such as:
  • Structured Products Sales Directors / Originators
  • Heads of Investment Solutions / Derivatives Trading
  • Chief Investment Officers (CIO) & Heads of Asset Allocation
• Volume Targets: Build, clean, and deliver a consistent daily pipeline of 20–40 high-quality, relevant leads.

Multi-Channel Outreach & Campaign Execution

• Social Prospecting: Execute highly localized LinkedIn connection campaigns and follow-up strategies using short, impactful, and non-automated messaging logic.
• Light Personalization: Tailor outreach scripts based on specific institutional profiles, current market trends, and localized corporate mandates.
• Direct Outreach: Combine selective email campaigns with assertive cold calling to break through standard gatekeepers.

Pipeline Management & Meeting Bookings

• Calendar Logistics: Triage inbound responses, handle initial objections, and seamlessly book verified prospects directly into senior leadership's calendars.
• Quality Assurance: Ensure all booked sessions strictly match predefined qualification criteria rather than prioritizing raw meeting volume.
• CRM Administration: Maintain meticulous data hygiene across the sales pipeline (Salesforce/HubSpot), tracking interaction histories, touchpoints, and conversion steps.

Requirements

• B2B Financial Sales Footprint: Proven professional experience in outbound lead generation, cold calling, or appointment setting inside the financial services, FinTech, or premium B2B SaaS sectors.
• Capital Markets Literacy: Solid foundational grasp of financial services terminology. Direct exposure to, or basic knowledge of, structured products, derivatives, or yield-enhancement vehicles is highly advantageous.
• Sales Tech Stack Fluency: Direct, practical experience navigating prospecting platforms such as LinkedIn Sales Navigator and Apollo.
• Communication Articulation: Exceptional written and verbal English communication skills, characterized by the ability to write short, highly concise, and professional B2B copy.
• Target-Driven Resilience: A self-motivated, thick-skinned hunter profile who thrives on high-volume outbound metrics and works seamlessly under independent remote parameters.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring timelines
• Health Insurance Coverage for eligible locations

Note

Please click the "Apply" button to complete your application on our career site, including the assessment questions, technical check, and voice recording. Your professional hourly fee will be established based on your performance throughout the application process; submissions with all requirements fulfilled will receive priority review.