
Remote Senior SDR – Qualify Investors & Book Appointments
Oak Harvest Financial Group, Houston, TX, United States
A rapidly growing independent RIA is seeking a Senior Sales Development Representative to engage high-net-worth investors and book appointments for senior advisors. This fully remote role focuses on engaging qualified prospects, maintaining CRM accuracy, and contributing to the firm's growth while providing strong benefits and performance incentives. Ideal candidates have 3+ years of financial services experience and a strategic mindset.
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