Sales Development Representative (SDR)

Job Details

Are you a driven and results-oriented individual with a passion for initiating meaningful conversations? Covello Financial Group, a premier financial services brokerage firm in Canada, is seeking a Sales Development Representative to join our dynamic team. As an SDR, you will be a crucial part of our growth strategy, connecting with businesses and setting the stage for our licensed brokers to provide top-notch financial solutions.

If you are a proactive and motivated individual looking to make an impact in the financial services industry, we invite you to apply.

To apply, please submit your resume and cover letter to

Covello Financial Group is an equal-opportunity employer. We welcome applications from candidates of all backgrounds and experiences.


Prospecting and Cold Calling:
  • Conduct daily outbound calls to businesses, introducing Covello Financial Group’s expertise in group benefits, retirement plans, and financial services.
  • Identify key decision-makers and build rapport with prospects.
Qualification and Needs Analysis:
  • Engage prospects in meaningful conversations to understand their business needs and challenges.
  • Conduct preliminary qualification to determine the potential fit for our financial solutions.
Appointment Setting:
  • Schedule high-quality discovery meetings for licensed brokers to further discuss the benefits of our group benefit and retirement plans.
  • Ensure accurate and detailed information is captured for smooth handoff to the broker team.
CRM Management:
  • Update and maintain accurate records of prospect interactions in the CRM system.
  • Track and report on key performance metrics to measure outreach effectiveness.
Collaboration with Broker Team:
  • Work closely with licensed brokers to align outreach strategies with business development goals.
  • Provide timely feedback on prospect responses and market trends.
Market Research:
  • Stay informed about industry trends, competitive landscape, and changes in regulations related to group benefits and retirement plans.
  • Share insights with the team to enhance targeting strategies.

Skills & Qualifications

  • Proven experience in outbound B2B sales or lead generation.
  • Strong communication and interpersonal skills.
  • Resilient and persistent mindset with a focus on achieving targets.
  • Familiarity with CRM software and Microsoft Office Suite.


  • Competitive salary with performance-based bonuses.
  • Opportunities for career advancement within a growing organization.
  • Comprehensive training and ongoing professional development.