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Company Description:&nbsp;About&nbsp;Oaktech&nbsp;Systems:&nbsp;At&nbsp;Oaktech&nbsp;Systems, we specialize in connecting high-value investors with exclusive opportunities in diverse industries. Our mission is to support our clients in achieving their financial goals by bridging the gap between innovation and investment. As a Sales Development Representative, you will play a pivotal role in driving our growth by&nbsp;identifying&nbsp;and connecting with high-net-worth individuals (HNWIs) who are aligned with our clients' investment&nbsp;objectives.&nbsp;Role Overview:&nbsp;We are&nbsp;seeking&nbsp;a highly motivated and results-driven Sales Development Representative (SDR) to&nbsp;identify, qualify, and cultivate relationships with potential investors. The ideal candidate will have a deep understanding of sales and business development strategies, excellent communication skills, and the drive to deliver exceptional results. You will be instrumental in building a pipeline of leads and scheduling meetings for our fund manager while&nbsp;maintaining&nbsp;strong relationships with prospects throughout the process.&nbsp;&nbsp;Key Responsibilities:&nbsp;Lead Generation and Prospecting:&nbsp;<ul><li>Identify&nbsp;and research high-net-worth individuals (HNWIs) through various channels, including LinkedIn, industry directories, and networking events.&nbsp;</li><li>Proactively generate leads via cold calling, email campaigns, and social media outreach.&nbsp;</li><li>Leverage instant messaging platforms (e.g., WhatsApp, Telegram, etc.) to&nbsp;establish&nbsp;initial contact and foster connections.&nbsp;</li><li>Consistently meet or exceed monthly lead generation and&nbsp;meeting&nbsp;setup quotas.&nbsp;</li></ul>Sales and Relationship Building:&nbsp;<ul><li>Develop and&nbsp;maintain&nbsp;strong relationships with prospects by understanding their investment interests and aligning them with&nbsp;Oaktech's&nbsp;opportunities.&nbsp;</li><li>Communicate the value of&nbsp;Oaktech&nbsp;Systems'&nbsp;services effectively to HNWIs.&nbsp;</li><li>Consistently follow up with leads, ensuring they progress through the sales funnel.&nbsp;</li></ul>Pipeline and Deal Management:&nbsp;<ul><li>Manage and track leads, pipelines, and deals in&nbsp;GoHighLevel&nbsp;CRM.&nbsp;</li><li>Regularly update the CRM with detailed notes, progress updates, and next steps for each lead.&nbsp;</li><li>Monitor key performance metrics, such as conversion rates and meeting setups, and report progress to the team.&nbsp;</li></ul>Collaboration and Strategy:&nbsp;<ul><li>Work closely with the fund manager to schedule and prepare for investor meetings.&nbsp;</li><li>Collaborate with the marketing team to develop campaigns and materials that attract HNWIs.&nbsp;</li><li>Continuously refine lead generation strategies based on feedback and performance data.&nbsp;</li></ul>Continuous Learning and Improvement:&nbsp;<ul><li>Stay updated on industry trends, market dynamics, and investor behaviors.&nbsp;</li><li>Take initiative in learning new tools, techniques, and strategies to improve sales performance.&nbsp;</li></ul>Qualifications and Skills:&nbsp;Experience and Knowledge:&nbsp;<ul><li>Proven experience in sales, business development, or a similar role, preferably working with HNWIs. </li><li>Proven&nbsp;track record&nbsp;of achieving or exceeding monthly sales quotas and performance targets.&nbsp;</li><li>Strong understanding of sales strategies, relationship management, and lead generation techniques.&nbsp;</li><li>Familiarity with investment products, private equity, or similar fields is a plus.&nbsp;</li></ul>Skills:&nbsp;<ul><li>Communication Skills: Exceptional verbal and written communication skills; ability to craft compelling emails and presentations.&nbsp;</li><li>Sales Savvy: Adept at cold calling, objection handling, and building rapport quickly.&nbsp;</li><li>Tech Proficiency: Hands-on experience with CRM platforms (preferably&nbsp;GoHighLevel) and sales automation tools.&nbsp;</li><li>Social Media Fluency: Skilled in&nbsp;leveraging&nbsp;LinkedIn, Facebook, Instagram, and other platforms for outreach and relationship building.&nbsp;</li><li>Experience in the finance, wealth management, or related industries&nbsp;</li></ul>Attributes:&nbsp;<ul><li>Leadership: Takes initiative and drives results independently and as part of a team.&nbsp;</li><li>Persistence: Ability to handle rejection and&nbsp;maintain&nbsp;motivation to meet goals.&nbsp;</li><li>Organizational Skills: Excellent at managing pipelines, prioritizing tasks, and staying organized.&nbsp;</li><li>Passion for Success: A results-driven mindset with an eagerness to exceed expectations.&nbsp;</li></ul>Why Join&nbsp;Oaktech&nbsp;Systems?&nbsp;<ul><li>Impactful Role: Play a key role in connecting high-value investors with exclusive opportunities.&nbsp;</li><li>Growth Potential: Be part of a dynamic team with opportunities for career advancement.&nbsp;</li><li>Innovative Culture: Work in a forward-thinking environment that values initiative and creativity.&nbsp;</li><li>Flexible Work Options: Remote working opportunities.&nbsp;</li></ul>

Sales Development Representative (UK-Based Only)

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