Sales Development Rep

• Execute targeted outreach via warm calling and digital engagement to re-engage former customers, nurture current leads, and identify cross-selling opportunities within the existing database.
• Utilize BANT criteria (Budget, Authority, Need, Timeline) to qualify prospects during discovery calls before transitioning them to Advisors.
• Partner with the Marketing team to develop CRM automated workflows and educational content that secures the future of clients' families.
• Assist Advisors with the end-to-end onboarding process, including preparing mandates, cost calculators, KYC templates, and attending internal/external product meetings.
• Adopt a "Referral Mindset" in every interaction, consistently identifying and engaging strategic partners to expand the firm’s reach.
• Maintain a professional presence across LinkedIn and other platforms to support marketing calendars and brand authority.
• Rigorously update HubSpot and use AI-driven tools (Copilot, Mili) to maintain clean data and actionable insights for the sales team.

Sales Development Rep jobs in Monaco

Sales Development Representative – French Speaker