Sales Development Representative

Join our team as a Sales Development Representative (SDR) and help us build relationships with advisors and teams within Northwestern Mutual, Mass Mutual, and Guardian. You will be the first point of contact for prospects, introducing our platform, understanding their needs, and scheduling qualified meetings for our Account Executives. You will also be responsible for prospecting into financial advisors, RIAs, and wealth management firms, identifying key decision-makers, qualifying leads, and maintaining accurate pipeline activity in our CRM. This is a fast-paced, dynamic role that requires a strong desire to win, adaptability, and a willingness to learn financial concepts.

• Prospect into Financial Advisors, RIAs, and Wealth Management firms via phone, email, and LinkedIn to generate leads.
• Qualify inbound and outbound leads and schedule discovery calls for Account Executives, ensuring a smooth transition.
• Build targeted account lists and execute strategic outbound campaigns to capture relationships with advisors and teams.
• Demonstrated competency with verbal and written communications and the ability to present complex ideas in the right voice for the intended audience
• Proven track record of success to be adaptable to a dynamic and fast-paced work environment, manage multiple priorities and strict timelines simultaneously
• Resilient, coachable, and goal-oriented
• Must be comfortable on the phone and making 100+ dials per week
• Strong desire to win, scrappy and resourceful, finds ways to get to the goal no matter what
• Ability to work in our Denver office
• 2+ years of experience in a Sales Development Rep (or similar) position
• Team player, accountable, sales-minded
• As a founding SDR you must have experience selling SaaS products
• High level of curiosity and willingness to learn financial concepts
• Familiarity with SaaS tech stack; Hubspot, Dialpad, Apollo, HeyReach, Linkedin Sales Nav, Claude, Macbook, etc
• Self-directed with the ability to work independently
• Experience in consumer finance
• Experience working at a FinTech company