Full-Time Sales Development Representative
Heron Finance is hiring a remote Full-Time Sales Development Representative. The career level for this job opening is Entry Level and is accepting Bay Area,Remote based applicants remotely. Read complete job description before applying.
Heron Finance
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About Heron Finance: Backed by top investors, Heron Finance is unlocking the power of private markets. Our mission is to create a better investment product for everyone. We're looking for an SDR to help us grow our impact across the lending industry.
What you'll do:
- Research and identify potential small RIA clients.
- Reach out to prospects via email, phone, and LinkedIn to introduce Heron.
- Qualify leads and set up meetings for the Business Development Manager.
- Learn how to use tools like CRM, LinkedIn Sales Navigator.
- Work closely with the sales and marketing teams.
- Gain hands-on experience in sales and learn about fintech.
What we look for:
- 2+ Years of relevant fintech or financial products sales experience.
- Series 7 License.
- Bachelor's degree or equivalent experience.
- Strong written and verbal communication skills.
- Positive attitude, high energy, and a desire to learn.
- Comfortable reaching out to new people.
- Organized and reliable.
- Interest in startups, technology, and/or financial services.
- Mention "UNCONDITIONAL" and tag RMjE2LjUyLjE1LjE0OQ== when applying.
Nice to Haves:
- Internship or work experience in sales, customer service, or marketing.
- Familiarity with CRMs like HubSpot or Salesforce.
- Interest in fintech, small business lending, or SaaS.
Why Join Heron?:
- Competitive salary and equity package.
- Health, dental, and vision insurance.
- Flexible remote work culture.
- Team offsites 2-3 times a year.
Diversity at Heron
- We aim to hire great people from a wide variety of backgrounds.
- We strive to be inclusive. People from all backgrounds participate.