Direct Sales Representative (Banking) jobs in New York, NY

WHO WE ARE

Direct Agents is an independent, future-focused performance marketing agency rooted in AI Strategic Innovation 

CLIENTS WE’VE WORKED WITH INCLUDE

Marvel, Belkin, Linksys, NBA, NYSE, Hubble, CW, Morgan Stanley, and more

WHAT SETS UP APART

Fast Tracked Professional Growth

25% growth this past year across the company

2x speed for individual learning and career development

Minority Owned and Diverse

We are proud to be certified as a Minority Owned business by the National Supplier Diversity Council.  We are one of the few agencies to be 48% BIPOC across the agency and 38% of senior leadership. We are also proud to be 62% Female, 42% of senior leadership.

WHY DIRECT AGENTS

We believe that personal success comes from the hard work that you put in. We skip the politics and bureaucracy and empower you to directly impact the speed of your growth. Some of the opportunities you’ll have to thrive as a thought leader include:

• Small group mentorship and real face time with executive leaders
• Access to internal and external trainings and conferences across technical skills, professional growth, and leadership and management
• Strategic roundtable discussions
• Marketing certifications (Google, Facebook, Amazon, etc.)
• Inclusion in marketing initiatives including our blog posts, podcasts, videos and more
• Speaking opportunities across publications like Media Post, Digiday and more
• Award submissions opportunities (team and individual)
• Access to participate in our ERG’s to help reinforce community within the agency.

HOW YOU’LL MAKE AN IMPACT

The Sales Development Representative will be responsible for identifying and qualifying new business opportunities for Direct Agents. Utilizing tools such as LinkedIn Sales Navigator, Pipedrive, and Yesware, the role aims to secure introductory calls with key decision-makers in potential client companies.

Key Responsibilities 

• Conduct market research to identify target industries and companies that could benefit from Direct Agents' services.
• Utilize LinkedIn Sales Navigator to search for new business opportunities within the digital marketing sector.
• Use Pipedrive CRM to manage and track leads, ensuring that all relevant data is up-to-date.
• Maintain an organized pipeline of opportunities within Pipedrive, ensuring that statuses and details are accurately recorded.
• Identify the appropriate Marketing Executives within target companies to reach out to.
• Craft and send personalized outreach emails and messages.
• Secure introductory calls with identified Marketing Executives to discuss potential collaboration.
• Provide weekly reports on lead generation metrics, using Advanced Analytics tools.
• Collaborate with the sales team to transition qualified leads for further nurturing and closing.
• Keep up-to-date with industry trends and insights to better identify potential clients.

Industry Mastery

• Collaborate seamlessly with various internal departments, maintaining a deep understanding of our agency's capabilities and solutions.
• Attend and actively participate in conferences, and industry events to enhance your industry knowledge as well as Direct Agents' visibility and network with potential clients.

YOUR BACKGROUND

1 Years of Professional Experience 

• You’ve successfully navigated the realm of sales or marketing for at least 1 year, demonstrating your ability to connect with clients, understand their needs, and drive tangible results. Your experience reflects your dedication to the art of relationship building and achieving targets.
• Familiarity with CRM software and sales outreach tools.
• Demonstrated ability to meet or exceed sales quotas.

Key Qualities 

• Ambitious: Eager for continuous learning to become a better salesperson, grow your own book of business, and career advancement.
• Creative Problem-Solver: Innovative in finding solutions to overcome obstacles and meet client needs.
• Resilient and Persistent: Able continue to pursue leads and opportunities despite challenges and obstacles.
• Positive Attitude: Exhibits high energy and an undeterred mindset, able to maintain enthusiasm and focus even when faced with setbacks or rejection from prospects. Committed to growth regardless of obstacles.
• Creative Problem-Solver: Innovative in finding solutions to overcome obstacles and meet client needs.
• Hardworking: Willing to put in the effort required to achieve goals and drive results.
• Excellent Communication: Skilled in writing persuasive emails, giving impactful presentations, and conducting effective client conversations. Clear and convincing in both written and verbal communication.
• Relationship Building: Strong interpersonal skills for establishing trust and understanding client needs. Committed to excellent customer service that leaves a positive impact.

OUR AWARD WINNING PEOPLE FIRST CULTURE

6x Winner of Crain’s Best Places to Work (2018 - 2023)

Most Dedicated to Employee Growth finalist in Digiday’s Work Life Awards

This role is based in our NYC office and you must reside or be willing to relocate within commuting distance of the office for this role.

At Direct Agents, hybrid is about:

• Human connection and establishing strong working relationships
• Fostering a tailored approach for team members’ rapid growth
• Making space for camaraderie and just for fun moments
• Prioritizing mental health & overall wellness
• Hybrid work schedule of 3 days in-office
• 2 weeks of WFA (Work from Anywhere)

ESSENTIALS & PERKS

• A competitive salary $55,000 - $60,000 with reviews based on performance with opportunities for sales based bonuses
• Regular performance reviews occur at 1, 3, 6, 11 month marks during onboarding and biannually after that. 
• Health, dental, vision, and mental health benefits including access to providers like:
  • One Medical, Talkspace, KindBody, and Health Advocate
• Paid Time Off, Birthdays, Volunteering Time 
  • PTO ranges from 15 - 24 days/year with additional days allocated for sick time 
• A newly built and sun drenched penthouse office with incredible views over Flatiron 
  • Our ‘Acceleration Hub’ is our new NYC HQ located on 5th Ave in the heart of the Flatiron District
• Help getting here including access to commuter benefits and annual memberships to Citibike
• Complimentary assortment of coffee, cold brew, healthy snacks and fresh fruits
• Happy Hours and our premier annual events including ‘Field Day’ and our annual themed Holiday party extravaganza
• A new MacBook Pro laptop for ease of work in office or remotely 
• Dog friendly office! 
• An inspiring atmosphere with supportive colleagues and innovative projects
• Future career development opportunities with internal and external opportunities for professional growth and networking
• Epic regular team building and celebrations
• An unwavering belief that we can build, create and grow together!

If you’re looking for a new role with space to directly influence the business and company culture, apply today!

COME AS YOU ARE

We think of our organization as a tight-knit team built on a foundation of respect. Your gender, your skin color, who you love, or who your big shot uncle is doesn’t make a difference here. Direct Agents is a progressive and open-minded meritocracy. If you’re smart and good at what you do, come as you are.

We are proud to be an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Direct Agents makes hiring decisions based solely on qualifications, merit, and business needs at the time.