Sales Development Associate

• Identify and research prospective clients through various sources, including referrals, networking, and industry databases.

• Conduct outbound outreach via phone, email, and social media to generate new business opportunities.

• Maintain and update prospect information within the CRM system.

• Schedule introductory meetings for senior sales team members.

• Coordinate and schedule meetings with existing clients.

• Serve as a point of contact for routine client inquiries and requests.

• Assist in maintaining strong client relationships through regular follow-up communications.

• Ensure client records and contact information remain accurate and up to date.

• Assist in the planning and organization of client review meetings.

• Prepare meeting materials, agendas, and presentation packages.

• Coordinate meeting logistics, including scheduling and calendar management.

• Track follow-up items and ensure action items are documented and communicated appropriately.

• Maintain accurate sales activity records and reporting.

• Support the sales team with administrative and operational tasks.

• Assist with pipeline management and opportunity tracking.

• Contribute to team initiatives and special projects as assigned.

Qualifications

• A minimum of 0 to 2 years' work experience

• Bachelor's degree required, preferably in Finance, Economics or Marketing.

• Ability to work a hybrid schedule of 3 days per week in office: 19 Old Kings Highway South, Suite 200, Darien, CT 06820

• Outstanding verbal, written and presentation skills, with the ability to communicate clearly and effectively.

• Manage the sales process through targeted phone calls, one-on-one meetings, and group presentations.

• Must be proficient with Microsoft PowerPoint, Excel and Word.

• A high level of motivation, the drive to take initiative and work both independently and as a team member; a self-starter. Follow-through is an absolute must have.

• Proven ability to maintain a high level of activity to reach goals and objectives.

• Ability to work with limited supervision.

• Strong verbal and written communication skills

• Professional client service mindset

• Attention to detail

• Self-motivation and initiative

• Relationship-building skills

• Problem-solving ability

• Collaboration and teamwork

• Results-oriented approach

• Entrepreneurial and ambitious with a drive to succeed.

• Demonstrates a strong work ethic and commitment to meeting business objectives, including flexibility to work beyond standard business hours when needed.

• Goal and detail oriented.

• Sense of urgency and service-orientation both internally and externally; strong customer service skills.

• Strong work ethic with professional behavior & appearance and personal integrity.

• Ability to add value by using creativity and independent thinking.

• Intellectual curiosity, initiative, resourcefulness, and tact.

• Excellent negotiation and listening skills.

• Strong organizational skills.

• Able to work effectively with team members with uncompromising ethics, initiative and integrity.

• Comprehensive healthcare plan (medical, Rx, dental, and vision).

• Comprehensive healthcare plan (medical, Rx, dental, and vision).
• Flexible spending accounts and a Health Savings Account (including company contributions).
• Life and AD&D insurance.
• 401(k) retirement plan including company matching contributions.
• Disability insurance.
• Tuition Reimbursement.
• Discretionary paid time off program and 11 paid holidays.
• Flexible working environment
• Volunteer time off
• LinkedIn Learning
• Employee-Assistance-Program (EAP)

• Flexible working environment

• Flexible working environment
• Volunteer time off
• LinkedIn Learning
• Employee-Assistance-Program (EAP)