Job Overview
Our client is looking for a Financing Sales Development Representative to serve as the first point of contact for business owners who have expressed interest in financing options. Your role is to re-engage warm leads, pre-qualify prospects, collect essential documents, and set appointments for the sales team to close. You will work with a steady stream of generated leads from business owners who have previously inquired about capital or taken financing in the past, warming them up and moving them through the pipeline in a high-activity, outbound calling capacity with clear scripts and direct support from account executives.
Client Overview
Our client is a growing Canadian commercial financing brokerage that helps small to medium-sized business owners secure capital through private sector lenders and traditional banks. They specialize in fast turnarounds, getting clients approved and funded within 24 to 48 hours, and operate in a performance-driven environment where results are rewarded immediately.
Schedule
- Monday - Friday, 9:30 AM - 5:30 PM EST, with 30-minute paid break (40 hours per week)
Responsibilities
- Outbound Outreach: Make outbound calls to warm leads who previously inquired about financing or have taken capital in the past.
- Lead Qualification: Re-engage prospects using a provided script and pre-qualify them based on monthly revenue and financing needs. Ask targeted questions to determine fit and interest level before passing leads to sales.
- Document Collection: Collect required documents from interested prospects to move them forward in the approval process.
- Appointment Setting: Schedule appointments and hand off qualified leads to account executives for closing, focusing on appointment setting and document collection rather than closing or lender negotiations.
- Pipeline & CRM Management: Maintain activity levels by consistently working through the lead list provided. Update CRM and track lead status and follow-up requirements.
Requirements
- Sales Development Experience: Proven experience as an SDR, BDR, or appointment setter in a B2B or financial services environment.
- Communication & Calling: Excellent communication skills with the ability to engage prospects over the phone confidently, and comfort making high-volume outbound calls to warm and generated leads.
- Scripting & Adaptability: Ability to follow scripts while adapting tone and approach based on prospect responses.
- Organization & CRM: Strong organizational skills to manage lead lists and follow-up schedules, along with familiarity with CRM systems and lead tracking processes.
- Work Ethic: Self-motivated and comfortable working independently in a remote environment.
Qualifications
- Experience in the alternative financing, lending, or commercial finance industry.
- Background working in a fast-paced sales environment with quick commission payouts.
- Familiarity and comfort with pre-qualification and document collection processes.
Why Join This Team
- Work remotely with full autonomy over your daily schedule.
- Join a company that pays commissions quickly, with clients funded within 24 to 48 hours.
- Grow with a scaling team that is actively expanding based on results.
- Receive ongoing support from account executives who handle all closing and lender relationships.
- Benefit from a steady stream of generated leads so you can focus on conversations, not prospecting.
Independent Contractor Perks
- Permanent work from home
- Immediate hiring
- Earn performance-based bonuses on top of your base salary tied to the number of qualified applications you bring in
- Health Insurance Coverage for eligible locations
Note
Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.
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