Mid-level Sales & Financial Services professional specializing in retirement plans and outbound prospecting
Lucas already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.
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Sales Development Representative with hands-on outbound experience (cold calls, email, in-person) plus entrepreneurial experience running a side business selling custom Children’s Hospital socks. Previously completed a year-long internship selling hot sauce, and uses tools like ZoomInfo, Excel, and ChatGPT for prospecting and business planning.
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