Sales Development Representative

We are seeking a skilled B2B Appointment Setter to join a U.S.-based company specializing in financial automations and marketing solutions. setting appointments with potential clients, while demonstrating a clear understanding of financial technologies and marketing services.

Responsibilities:

Conduct outbound calls and follow-ups with B2B leads.

Qualify prospects and schedule meetings for the sales team.

Manage and update CRM with lead information and status.

Collaborate closely with marketing and sales departments.

Maintain a professional and persuasive communication style.

Requirements:

Proven experience in B2B appointment setting or lead generation.

Cold calling experience

Strong communication skills in English (spoken and written).

Familiarity with financial automation tools and marketing concepts.

Self-motivated and goal-oriented.

Ability to work U.S. business hours (EST timezone).