Overview

Our client is seeking a Mergers & Acquisitions Sales Development Representative to support business development by converting warm inbound leads into qualified sales opportunities. In this full-time remote role, you will engage business owners interested in selling their companies, nurture prospects throughout the sales process, and schedule discovery consultations with senior advisors. Working alongside an experienced team at a growing U.S.-based M&A advisory firm, you will represent the company during introductory buyer calls while helping deliver exceptional client experiences.

Schedule:

• Full-Time (40 hours per week), Monday–Friday 9:00 AM – 5:00 PM Eastern Time (30-minute unpaid lunch)

Responsibilities

• Engage warm inbound leads from business owners interested in selling their companies.
• Qualify prospects and advance them through the sales pipeline using provided sales scripts and resources.
• Schedule discovery calls and consultations with senior advisors.
• Participate in introductory calls with prospective buyers while maintaining a professional and consultative presence.
• Answer initial client inquiries and confidently communicate the firm's services.
• Build and nurture relationships with prospective clients throughout the transaction process.
• Coordinate calendars and schedule meetings between clients, buyers, and advisors.
• Maintain accurate records of client interactions, lead status, and sales activities within the CRM.
• Collaborate with the advisory team to support deal flow and client engagement.
• Uphold the firm's professional standards and deliver exceptional client service throughout the sales process.

Requirements

• Proven experience in sales, business development, or sales development with a strong ability to engage and convert leads.
• Experience working within the finance, banking, insurance, investment, wealth management, accounting, or other professional financial services industries.
• Excellent written and verbal English communication skills.
• Professional presence with the ability to represent a high-end advisory firm.
• Ability to confidently build rapport with business owners and senior-level professionals.
• Comfortable using sales scripts while naturally adapting conversations to each prospect.
• Ability to quickly understand and communicate complex business concepts.
• Strong organizational skills with excellent attention to detail.
• Experience using CRM systems to manage leads, sales activities, and follow-ups.
• Ability to work independently in a remote environment.
• Availability to work 40 hours per week during Eastern Time business hours.

Nice-to-Have Requirements

• Experience in mergers and acquisitions (M&A), investment banking, business brokerage, or corporate finance.
• Experience selling high-value B2B professional services.
• Familiarity with business valuations, business acquisitions, or transaction advisory services.
• Experience working with high-net-worth individuals, business owners, or executive-level clients.
• Experience using CRM platforms such as HubSpot, Salesforce, or similar.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Performance-based bonuses and commissions for closed deals
• Health Insurance Coverage for eligible locations
• Opportunity to work on high-value transactions alongside experienced advisors
• Long-term career growth within a growing financial services firm

Note

Please click the "APPLY" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

Important Disclaimer
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