DESCRIPTION

CFRA is one of the best known global independent research providers. We provide clients with short selling and risk mitigation ideas. Our team of specialized analysts comb through financial statements to identify forensic accounting concerns. Our work has led to a high rate of strong market calls and is especially appreciated by our clients in the current rising interest rate environment. We are searching for a high energy and intellectually curious rising star to join our team.
We invest a great deal of effort in onboarding and training our SDRs (Sales Development Representative) and BDRs (Business Development Representative), for this position is critical to our growth. Our SDRs and BDRs are often the first point of contact for prospective customers. Over time, they can become our future salespeople.
In this role, you would identify new CFRA clients by proactively researching firms, determining the “hook” to create interest, and then targeting contacts using a combination of technology, phone calls, and social media.

SKILLS KNOWLEDGE AND EXPERTISE

• 1-3 years of professional experience in the financial or information services industry
• Ability to succeed in a fast-paced sales environment
• Engaging communicator
• Persistent determination, with a desire to grow professionally
• Interest in financial markets, investment research and analysis
• Strong organization and time management skills
• Ability to work well independently as well as part of a larger team
• Proficiency with Microsoft PowerPoint, Word, and Excel required
• Experience with Salesforce a plus
• Bachelor’s degree

Work closely with the sales team to help achieve revenue targets

• Develop and lead prospecting campaigns
• Participate in client meetings to demonstrate CFRA’s products and services
• Work with our Head of Sales on special projects to increase our overall sales efficiency.