About the Role
Join Huzzle as a Sales Development Representative in a fully remote, independent contractor position. You will be the engine of our sales pipeline, identifying and nurturing cross-selling opportunities within a premium database of high-net-worth international clients. Your mission is to bridge marketing interest and closed deals by qualifying prospects, educating them on wealth preservation strategies, and scheduling high-value meetings for our Advisors.
Key Responsibilities
- Execute targeted outreach via warm calling and digital engagement to re-engage former customers and identify cross-selling opportunities.
- Qualify prospects using BANT criteria (Budget, Authority, Need, Timeline) during discovery calls before transitioning to Advisors.
- Partner with Marketing to develop CRM workflows and educational content supporting client family security.
- Support end-to-end onboarding including mandate preparation, cost calculators, KYC templates, and product meetings.
- Maintain professional LinkedIn presence and adopt a referral mindset to expand firm reach through strategic partnerships.
- Update HubSpot rigorously and use AI-driven tools (Copilot, Mili) to maintain clean, actionable sales data.
Required Skills & Experience
- Proven inside sales or business development experience targeting high-net-worth individuals (HNWI).
- Deep knowledge of exempt market products, compliance standards, and Citizenship by Investment Programs (CIP).
- Understanding of private investment funds (Real Estate, REITs, Hospitality Funds).
- Proficiency in HubSpot (CRM), MS SharePoint, and virtual platforms (Teams/Zoom).
- Superior interpersonal skills with ability to adapt communication to diverse international personalities.
- High accuracy in preparing legal and financial documentation (KYCs, Suitability forms).
Nice-to-Haves
- Experience with international residency-by-investment programs (Portugal Golden Visa, EB-5).
- Familiarity with specific funds (Invico, Avenue Living, LCP Regional Centers).
- Multilingual capabilities.
What We Offer
- Fully remote role with flexible working hours accommodating global time zones.
- Direct placement with high-growth international companies (not outsourced).
- Clear career progression to Account Executive and beyond.
- Performance-based bonuses and incentives.
- Ongoing training, mentorship, and sales development support.
Mise en forme par Postule ·
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