Sales Development Representative

BROKER SALES DEVELOPMENT REP JOB DESCRIPTION

A Broker Sales Development Rep at IOU Financial acts as an extension of the sales team of Account Executives, assisting in cultivating broker relationships, working deal stipulations, and responding to client and broker requests.

• Works with assigned Account Executive to review and enter loan applications into the IOU Financial lending platform.
• Works with internal and external partners in a professional manner, assisting with problem solving and structuring loan requests.
• Works with Account Executives to expedite and present loan offers.
• Assists Account Executives with troubleshooting, resolving system and/or product issues, and addressing partner concerns.
• Develops and maintains in-depth knowledge of IOU Financial products and services.

• Proficient in Microsoft Office Suite.
• Ability to build rapport with clients.
• Ability to prioritize and multitask.
• Positive and professional demeanor.
• Excellent written and verbal communication skills.
• Manage time judiciously, focusing on urgent and important tasks while avoiding procrastination.
• Strong follow-up ability with keen attention to detail and commitment to meeting deadlines.

IOU Financial is a leading online lender that provides quick and easy access to growth capital to small businesses through a network of preferred brokers across the U.S. Built on its proprietary IOU
360 technology platform that connects underwriters, merchants and brokers in real time, IOU has become a trusted alternative to banks by originating over US $1.5 billion in loans to fund small business growth since 2009. IOU was named one of the "Top Places to Work in Fintech for 2025" by American Banker. For more information, please visit IOU's website at