About Oaktech Systems:  

At Oaktech 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 identifying and connecting with high-net-worth individuals (HNWIs) who are aligned with our clients' investment objectives.  

Role Overview:  

We are seeking a highly motivated and results-driven Sales Development Representative (SDR) to 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 maintaining strong relationships with prospects throughout the process.  

Key Responsibilities:  

 Lead Generation and Prospecting:  

• Identify and research high-net-worth individuals (HNWIs) through various channels, including LinkedIn, industry directories, and networking events.  
• Proactively generate leads via cold calling, email campaigns, and social media outreach.  
• Leverage instant messaging platforms (e.g., WhatsApp, Telegram, etc.) to establish initial contact and foster connections.  
• Consistently meet or exceed monthly lead generation and meeting setup quotas.  

Sales and Relationship Building:  

• Develop and maintain strong relationships with prospects by understanding their investment interests and aligning them with Oaktech's opportunities.  
• Communicate the value of Oaktech Systems' services effectively to HNWIs.  
• Consistently follow up with leads, ensuring they progress through the sales funnel.  

Pipeline and Deal Management:  

• Manage and track leads, pipelines, and deals in GoHighLevel CRM.  
• Regularly update the CRM with detailed notes, progress updates, and next steps for each lead.  
• Monitor key performance metrics, such as conversion rates and meeting setups, and report progress to the team.  

Collaboration and Strategy:  

• Work closely with the fund manager to schedule and prepare for investor meetings.  
• Collaborate with the marketing team to develop campaigns and materials that attract HNWIs.  
• Continuously refine lead generation strategies based on feedback and performance data.  

Continuous Learning and Improvement:  

• Stay updated on industry trends, market dynamics, and investor behaviors.  
• Take initiative in learning new tools, techniques, and strategies to improve sales performance.  

 Qualifications and Skills:  (Experience and Knowledge)  

• Proven experience in sales, business development, or a similar role, preferably working with HNWIs.  
• Proven track record of achieving or exceeding monthly sales quotas and performance targets.  
• Strong understanding of sales strategies, relationship management, and lead generation techniques.  
• Familiarity with investment products, private equity, or similar fields is a plus.  

Skills:  

• Communication Skills: Exceptional verbal and written communication skills; ability to craft compelling emails and presentations.  
• Sales Savvy: Adept at cold calling, objection handling, and building rapport quickly.  
• Tech Proficiency: Hands-on experience with CRM platforms (preferably GoHighLevel) and sales automation tools.  
• Social Media Fluency: Skilled in leveraging LinkedIn, Facebook, Instagram, and other platforms for outreach and relationship building.  
• Experience in the finance, wealth management, or related industries  

 Attributes:  

• Leadership: Takes initiative and drives results independently and as part of a team.  
• Persistence: Ability to handle rejection and maintain motivation to meet goals.  
• Organizational Skills: Excellent at managing pipelines, prioritizing tasks, and staying organized.  
• Passion for Success: A results-driven mindset with an eagerness to exceed expectations.  

Why Join Oaktech Systems?  

• Impactful Role: Play a key role in connecting high-value investors with exclusive opportunities.  
• Growth Potential: Be part of a dynamic team with opportunities for career advancement.  
• Innovative Culture: Work in a forward-thinking environment that values initiative and creativity.  
• Flexible Work Options: Remote working opportunities.