B

Broadridge

Fintech infrastructure for investor communications

Lead Generation Specialist

Sales Development RepresentativeConfirmed live in the last 24 hours
Full-timeNo salary listedHybrid

About the Job

Requirements

  • A minimum of 3–4 years of experience is required.
  • A bachelor's degree is required.
  • Proficiency with Salesforce or other customer relationship management software is required.
  • Strong written and verbal communication skills are required, including the ability to convey information effectively over the phone and clearly articulate messages to attract attention and buy-in.
  • The ability to influence and persuade others to reconsider their views or behavior is required.
  • Active listening skills are required, including understanding others' points, asking appropriate questions, and avoiding inappropriate interruptions.
  • A service-oriented approach and the ability to proactively identify ways to help are required.
  • The ability to handle rejection and persist in the face of pushback is required.

Responsibilities

  • Match company products and services with client pain points, using product knowledge and proof points to explain how solutions meet customer needs.
  • Generate leads and build relationships by nurturing warm prospects and identifying potential new sales opportunities.
  • Collaborate with the sales and marketing team to develop strategies for reaching sales targets.
  • Manage and maintain a pipeline of interested prospects and engage sales executives in next steps.
  • Identify best practices for refining the company's lead-generation playbook.
  • Use Salesforce, cold calls, and email to generate new sales opportunities.
  • Build long-term, trusting relationships with prospects and qualify leads as sales opportunities.
  • Proactively seek new business opportunities in the market.
  • Schedule appointments for sales representatives to meet with prospective customers.
  • Track progress toward meeting sales goals.
  • Use customer relationship management software to manage leads and sales activities.
  • Stay up to date on market trends, competition, and industry developments.
  • Attend networking events and trade shows to build relationships and generate leads.
  • Provide regular reports on sales activities and results to management.

Desired Qualifications

  • Multilingual ability is preferred; Mandarin and Cantonese are advantageous.
  • Experience in client services or a sales support role is a plus.

About the Company

Broadridge

Fintech infrastructure for investor communications

Broadridge provides critical financial services infrastructure that powers investor communications, proxy voting, and trading operations for public companies, brokers, and asset managers. It runs platforms that process trillions of dollars in trades and millions of communications daily, delivering regulated software and services for governance, trading, and asset management. What sets it apart is its history as an ADP division that became a standalone public company, plus a broad, end-to-end suite built through acquisitions across proxy voting, fund data, trading, and wealth-management technology. Its goal is to be the essential, scaleable backbone for financial markets, expanding with data, digital assets, and AI-driven solutions.

Company size
10,001+
Company stage
IPO
Headquarters
Town of North Hempstead, New York
Founded
1962

Recently Posted Jobs

Explore more opportunities at Broadridge

See more jobs