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Broadridge

Fintech infrastructure for investor communications

Lead Generation Specialist

Sales Development RepresentativeConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • One to two years of experience.
  • A bachelor's degree.
  • Experience creating and delivering presentations.
  • Strong communication skills, including the ability to convey information effectively, articulate messages clearly, communicate in writing, and read and understand information.
  • Ability to persuade others to change their minds or behavior and to communicate ideas so others understand and consider different perspectives.
  • Ability to demonstrate active listening by understanding others' points, asking appropriate questions, and avoiding inappropriate interruptions.
  • Service orientation and the ability to actively look for ways to help.

Responsibilities

  • Contact current or potential customers by telephone or email to promote products or services.
  • Deliver promotional presentations to current or prospective customers.
  • Explain products or services and answer customer questions.
  • Maintain customer account and contact records in Broadforce (Salesforce), including prospect names, addresses, purchases, and reactions.
  • Identify potential customers and generate qualified sales leads.
  • Adjust sales pitches to better target specific individuals' needs and interests.
  • Schedule appointments for sales representatives to meet prospective customers or for customers to attend sales presentations.
  • Conduct client or market surveys to obtain information about potential customers.
  • Assess lead viability and determine how and where leads should be escalated within the broader sales organization.
  • Contribute to process improvement and help evolve and enhance pitch books, presentations, and client surveys.

Desired Qualifications

  • Internal Broadridge experience and/or experience within Broadridge's Management Training Program or Career Foundations Program is preferred.
  • 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

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