Sales Development Representative (SDR)

Avanza Capital Holdings - Durham, NC

Full-time - Entry Level

Durham, NC

About the position

Avanza Capital Holdings is seeking enthusiastic individuals to join their team as Sales Development Representatives (SDRs) in Durham, NC. This entry-level position offers a unique opportunity to learn from industry experts and grow within the alternative financial space, focusing on building relationships with ultra-high-net-worth accredited individuals. The role emphasizes cold calling and outbound lead generation, requiring strong communication skills and a willingness to adapt and learn.

Responsibilities

• Develop relationships with prospective accredited individuals through a structured, compliant process.
• Assist in the capital development for Avanza Capital Holdings' exclusive lending opportunities.
• Engage with prospects via phone, video calls, emails, and occasional in-person meetings.
• Work within an industry-specific CRM to manage due diligence dossiers and support key performance initiatives.
• Conduct heavy outbound lead generation with email follow-ups.

Requirements

• Willingness to learn and be mentored by seasoned industry experts.
• Strong verbal and written communication skills.
• Ability to interact with ultra-high-net-worth individuals, institutions, and family offices.
• Proven success in a collaborative, fast-paced work environment.
• Entrepreneurial mindset, capable of working independently.

Nice-to-haves

• Highly skilled with social media platforms such as LinkedIn, Instagram, and Facebook.

Benefits

• Paid training
• Comprehensive benefits package after 90 days
• Performance-based bonus structure including residual income model