Sales Development Representative

Overview

Are you energized by building relationships, opening doors, and helping businesses grow? Do you thrive in a fast-paced, entrepreneurial environment where your efforts truly matter? If so, Windward Recruiting is looking for a driven Sales Development Representative to join our growing team.

At Windward Recruiting, you won’t just be another voice on the phone, you’ll be a key contributor helping shape our growth within the Wealth Management and Finance industries
. This is an opportunity to develop your sales skills, make a real impact, and build a strong foundation for long-term career advancement.

• 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

• 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

• 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.

If you’re ready to take the next step in your sales career and join a company where your ambition is encouraged and rewarded, we’d love to hear from you.

** This is an in-office position, with the office being in Mequon, Wi. **