Windward Recruiting · 15 hours ago
Sales Development Representative
Mequon, WI
Full-time
Onsite
New Grad, Entry LevelWindward Recruiting is looking for a driven Sales Development Representative to join their growing team. The role involves proactively generating new leads, building relationships with potential clients, and collaborating with the sales team to identify new business opportunities.
Staffing & Recruiting
Hiring Manager
Julianna King
Responsibilities
Proactively generate new leads and prospects through outbound calls, emails, and strategic networking
Build and nurture strong relationships with potential clients
Partner closely with the sales team to identify and develop new business opportunities
Track, manage, and update leads using CRM software
Stay up to date on industry trends to better understand client needs and add value to conversations
Qualification
Required
Bachelor's degree in Business, Finance, or a related field preferred
Experience in sales or business development (finance or professional services experience is a plus)
Strong communication and relationship-building skills
Self-motivated, goal-driven, and eager to exceed targets
Comfortable working independently while also collaborating with a team
Benefits
Make a Real Impact: Your work directly contributes to our growth and success. Your wins matter here.
Career Growth: We invest in our people and provide opportunities to learn, grow, and advance.
Supportive Team Environment: You’ll work alongside driven, collaborative professionals who want to see you succeed.
Industry Exposure: Gain valuable experience in the Wealth Management and Finance sectors while expanding your professional network.
Entrepreneurial Culture: We value initiative, fresh ideas, and people who want to build something meaningful.
Company
Windward Recruiting
Executive search firm with expertise in; Tax, Wealth Management, RIA, Family Office, Investments, and Trust.
Founded in 2017
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase