Sales Development Representative

Oath is seeking a motivated Sales Development Representative to help families improve their estate and financial outcomes. The role focuses on high-volume outbound calls to warm leads, qualifying prospects, educating them about services, setting qualified appointments, maintaining CRM records, and collaborating with Client Development Specialists in a KPI-driven environment.

Responsibilities:

• Make outbound calls to warm leads from multiple sources
• Quickly connect, build rapport, and re-engage warm prospects to move them to the next step
• Qualify prospects by identifying goals, urgency, timeline, and fit
• Educate prospects on our process and services and address common questions/objections
• Set qualified appointments for our Client Development Specialists
• Confirm next steps and help ensure strong show rates through clear expectations and follow-up
• Maintain accurate, detailed CRM notes and manage a pipeline with disciplined follow-up
• Hit activity and conversion KPIs (dials, conversations, appointments set, show rates, and handoff quality)
• Collaborate with the Client Development Specialist team to continuously improve lead quality and conversion

Requirements:

• Previous sales experience with quantifiable results (inside sales, call-center, SDR/BDR, appointment setting, or consultative sales preferred)
• Comfort with high-volume outbound calling and consistent follow-up cadence
• Excellent phone presence: clear, confident, professional, and personable
• Strong listening, persuasion, and objection-handling skills
• Highly organized with strong attention to detail and ability to manage a pipeline
• Proficiency with Microsoft Office and Zoom (CRM experience strongly preferred)
• Ability to meet and exceed KPI targets in a structured, performance-driven environment
• No college degree required