Entry-Level Sales Development Representative - Banking & Insurance

Year Up United is seeking an Entry Level Sales Specialist to join our Sales & Business Development team within the Banking, Insurance & Investment space. In this role, you'll prospect and qualify leads, support relationship-building with corporate partners, and help grow inclusive talent pipelines for diverse young adults. You'll assist with presentations, track sales activity in CRM tools, and collaborate closely with cross-functional teams. Ideal candidates are strong communicators, eager learners, and mission-driven self-starters excited to build a sales career with social impact.

Responsibilities

• Research and identify prospective employer partners in banking, insurance, and investment services
• Conduct outbound outreach via phone, email, and social media to generate and qualify leads
• Schedule discovery calls and presentations for senior sales and partnership staff
• Maintain accurate records of activities, leads, and opportunities in the CRM system
• Support preparation of sales materials, slide decks, and basic proposals for prospective partners
• Assist with follow-up on marketing-generated leads and inbound inquiries
• Coordinate logistics for virtual and on-site employer meetings, visits, and showcase events
• Communicate Year Up's mission, program model, and talent value proposition to prospective partners
• Collaborate with program and employer partnership teams to align employer needs with participant skills
• Track and report on individual outreach activity and progress toward goals
• Continuously develop sales, communication, and industry knowledge through training and coaching

Required Skills

• Lead generation and prospecting
• Outbound phone and email outreach
• Customer relationship management (CRM) software (e.g., Salesforce or similar)
• Business writing for professional emails and proposals
• Basic presentation and communication skills
• Data entry and activity tracking in CRM or spreadsheets
• Research skills for identifying target companies and contacts
• Time management and organization
• Basic understanding of banking, insurance, and investment services
• Collaboration and cross-functional communication