Sales Development Representative

What You'll Do

• Book qualified product demos for our regional sales team
• Run outbound prospecting through calls, email, and LinkedIn to generate new opportunities
• Research target accounts and build prospecting lists and campaigns
• Manage activity, follow-up, and pipeline data in our CRM
• Partner with marketing and sales to sharpen messaging, sequences, and outreach strategy
• Build fluency in the financial advisor market and the business owner planning space

#hiring

#sales

#B2BSales

What We're Looking For

• BA/BS degree preferred
• Entry-level candidates welcome; 0 to 2 years of sales or customer-facing experience is a plus
• Strong written and verbal communication skills
• Comfortable with high-volume outbound outreach and consistent daily activity
• Organized, coachable, and curious
• Genuine interest in sales, fintech, and financial services