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Finance & sales representative vs sales development representative

The differences between finance & sales representatives and sales development representatives can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a finance & sales representative and a sales development representative. Additionally, a finance & sales representative has an average salary of $86,114, which is higher than the $51,504 average annual salary of a sales development representative.

The top three skills for a finance & sales representative include financial products, work ethic and customer service. The most important skills for a sales development representative are SDR, lead generation, and customer service.

Finance & sales representative vs sales development representative overview

Finance & Sales RepresentativeSales Development Representative
Yearly salary$86,114$51,504
Hourly rate$41.40$24.76
Growth rate10%4%
Number of jobs175,031199,588
Job satisfaction--
Most common degreeBachelor's Degree, 67%Bachelor's Degree, 83%
Average age4347
Years of experience44

What does a finance & sales representative do?

A finance and sales representative is responsible for selling financial services and instruments to clients according to their needs and requirements. Finance and sales representatives identify the clients' long-term financial goals and objectives to provide accurate investment options and plans by considering their risk tolerance and credit performance. They also follow the movement of the stock market and inform the clients of any changes that may affect their portfolio and financial stability. A finance and sales representative must have excellent analytical and communication skills, especially in handling client accounts and developing financial strategies for their best interests.

What does a sales development representative do?

A sales development representative qualifies leads at the sales funnel's initial stages. Sales development representatives need to conduct research for prospective clients and qualify the leads before handing them to the sales team. They develop sales strategies to attract buyers or solicit potential customers. They need to build relationships with their customers to determine their needs and qualify the viability of interests to drive sales. Also, they collaborate with the sales executives making certain that corporate targets and goals are met.

Finance & sales representative vs sales development representative salary

Finance & sales representatives and sales development representatives have different pay scales, as shown below.

Finance & Sales RepresentativeSales Development Representative
Average salary$86,114$51,504
Salary rangeBetween $62,000 And $119,000Between $34,000 And $77,000
Highest paying City-Boston, MA
Highest paying state-Alaska
Best paying company-PitchBook Data
Best paying industry-Start-up

Differences between finance & sales representative and sales development representative education

There are a few differences between a finance & sales representative and a sales development representative in terms of educational background:

Finance & Sales RepresentativeSales Development Representative
Most common degreeBachelor's Degree, 67%Bachelor's Degree, 83%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Finance & sales representative vs sales development representative demographics

Here are the differences between finance & sales representatives' and sales development representatives' demographics:

Finance & Sales RepresentativeSales Development Representative
Average age4347
Gender ratioMale, 57.3% Female, 42.7%Male, 63.1% Female, 36.9%
Race ratioBlack or African American, 5.7% Unknown, 4.1% Hispanic or Latino, 11.9% Asian, 9.9% White, 68.1% American Indian and Alaska Native, 0.2%Black or African American, 3.9% Unknown, 3.7% Hispanic or Latino, 14.5% Asian, 5.2% White, 72.4% American Indian and Alaska Native, 0.2%
LGBT Percentage6%6%

Differences between finance & sales representative and sales development representative duties and responsibilities

Finance & sales representative example responsibilities.

  • Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities.
  • Perform advance math functions with capability to analyze credit and financial information.
  • Used profiling analysis tools to identify cross-sell opportunities and ultimately increase the product-per-customer ratio.
  • Perform monthly client-profitability analysis using branch profit and loss metrics in order to maximize current client profitability and cross-sell opportunities.
  • Provide notary services of documents for customers and partners.
  • Take lending applications, open new accounts, notary services.
  • Show more

Sales development representative example responsibilities.

  • Manage organization website and Facebook page; writing articles for websites and newsletters.
  • Develop social media strategies for Facebook, LinkedIn, and emerging social networks, generating leads.
  • Manage individual sales activities by developing highly effective, communications focuse relationship with multiple sales channels.
  • supply chain management and procurement software (SaaS).
  • Handle customer service inquiries, returns, and RMA exchanges.
  • Develop a strong knowledge of SaaS sales techniques and lead management/generation.
  • Show more

Finance & sales representative vs sales development representative skills

Common finance & sales representative skills
  • Financial Products, 11%
  • Work Ethic, 8%
  • Customer Service, 8%
  • Loan Applications, 7%
  • Product Knowledge, 6%
  • FSR, 6%
Common sales development representative skills
  • SDR, 11%
  • Lead Generation, 6%
  • Customer Service, 6%
  • Account Executives, 5%
  • Linkedin, 5%
  • Outbound Calls, 4%