Sales Development Representative - Financial Solutions

BELAY - Corporate · Remote, United States

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. Culture is a top priority and our values are lived out daily.
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.
As a BELAY Corporate Team member, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision, and core values daily, fostering a collaborative and positive team environment.
Conduct warm outreach via phone, email, and LinkedIn 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
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
Our ideal corporate team member is flexible, creative, well-organized and ready to roll up their sleeves to get the job done!
~ 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
~ Experience with Salesforce or a similar CRM is a plus
~ 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, youll join a vibrant, award-winning company culture where youre a valued, engaged team player in a thriving organization.
Legal Disclosures
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. Paid Time Off: Full-time (40 hr/week) employees receive 15 days of PTO annually; full-time (30 hr/week) employees receive 12 days. Paid Holidays: 12 paid holidays annually (New Year’s Day, Martin Luther King Jr. Day, President’s Day, Good Friday, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Day After Thanksgiving, Christmas Eve, Christmas Day, and one floating holiday of the employee’s choosing).
Paid Sick Leave: Full-time employees’ PTO accrual generally satisfies state and local paid sick leave requirements in the states where BELAY hires. Method of Application: Apply online via the link provided in this posting.
Application Window: The posting will remain open until filled.
We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law.
This role is remote within the U.However, due to employment and tax compliance considerations, we are currently unable to hire employees in the following states: