Sales Development Representative - Financial Solutions
-
Sales
Job Description & How to Apply Below
Sales Development Representative - Financial Solutions
Reports to:
Director of Sales, Financial Solutions
BELAY is a growing and vibrant, Atlanta, GA-based company that offers virtual staffing solutions in the areas of Virtual Assistants, Marketing Assistants, and Financial Specialists. We are a fast-paced team of high performers that work extremely hard but also know how to have a great time. Culture is a top priority and our values are lived out daily. Who is BELAY?
and enjoy!
** Candidates must reside in U.S. Eastern or Central time zones due to occasional in-person meetings & travel requirements - with preference in the Atlanta Metro Area**
The Sales Development Representative (SDR) - Financial Solutions plays a key role in driving BELAY's growth by reconnecting with warm and dormant financial solutions leads to generate new business opportunities. This entry-level sales position is designed to develop strong foundational sales skills while providing critical support to the inbound sales team. The SDR will proactively engage prospects who have previously expressed interest in BELAY's services, creating authentic connections, uncovering needs, and converting qualified leads into new clients.
Dutiesand responsibilities
Key Responsibilities
- Conduct warm outreach via phone, email, and Linked In to re-engage dormant leads and Marketing Qualified Leads (MQLs)
- Lead consultative sales conversations to understand prospect needs, present tailored solutions, address objections, and close business
- Utilize Salesforce to manage outreach activity, track pipeline progression, and maintain accurate records
- Nurture early-stage leads through strategic, value-driven communication
- Partner with Solutions Consultants and Marketing to enhance lead conversion rates and ensure message alignment
- Consistently meet or exceed weekly outreach, meeting, and conversion goals
- Provide insights and feedback on lead quality, market trends, and campaign effectiveness
- Represent BELAY with professionalism, enthusiasm, and a brand-aligned presence
- Manage the full sales cycle — from initial outreach through follow-up, conversion, and close
- Accounting acumen is required, with a strong understanding of accounting principles and processes, to identify opportunities within BELAY's Financial Solutions offerings.
- 1-2 years of experience in sales, lead generation, customer success, or related fields (entry-level candidates are encouraged to apply)
- Excellent communication and interpersonal skills, comfortable engaging prospects via phone and video
- Results-oriented and motivated by metrics, growth, and achievement
- Highly organized with strong follow-through and attention to detail
- Experience with Salesforce or a similar CRM is a plus
- Positive, resilient, and curious, with a desire to learn and thrive in a fast-paced environment
BELAY Corporate offers full-time remote work, requiring a dedicated, distraction-free home office for standard Monday-Friday business hours, with occasional travel for some roles. As a full-time, non-exempt W-2 employee, you'll join a vibrant, award-winning company culture where you're a valued, engaged team player in a thriving organization.
Physical requirementsThis position does not have any physical requirements at this time.
Direct reportsN/A None
DisclaimerThis job description is intended to describe the general nature and level of work performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, or qualifications. Responsibilities may change from time to time based on business needs, and team members may be assigned additional duties as needed.
Legal DisclosuresPay Range: $24.00 / hour + Commission
Starting Pay Range:
Starting pay is stated above
Other Types of Pay:
Commission
Health Insurance:
Medical, dental, vision, life, and disability insurance are available to eligible employees. BELAY covers 70% of employee premiums and 65% of dependent premiums for medical, and 70% of employee premiums for dental and vision. Company-paid life insurance ($15,000 coverage) and short-term/long-term disability coverage (STD: 60% of weekly earnings up to $1,500; LTD: 60% of monthly earnings up to $10,000) are provided at no cost to full-time employees.
Retirement Benefits: 401(k) plan through Vanguard, with a 4% discretionary employer match. Employees are eligible after 90 days of employment.
Paid Time Off:
Full-time (40 hr/week) employees receive 15…
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