About this role
The team is building an innovative AI Agent OS for financial advisors, aimed at streamlining their workflow by replacing the tools they dislike. As a Sales Development Representative, you will be the first point of contact for many advisors, responsible for converting interest into booked meetings. Your role will involve running outbound campaigns, qualifying inbound leads, and scheduling demos for the Account Executives.
Key Responsibilities:
- Prospect daily by building lists, researching advisors and firms, and crafting outbound messages that elicit responses.
- Conduct initial qualification calls to determine fit and book qualified demos for the AE team.
- Manage inbound leads from the waitlist and referrals, ensuring timely responses to prevent leads from going cold.
- Maintain a clean pipeline, test new messaging and sequences, and provide feedback on what is effective to refine the sales pitch.
- Aim for a consistent flow of qualified meetings that the AEs can successfully close.
Required Skills & Qualifications:
- 1-3+ years of experience in an SDR, BDR, or outbound role within a B2B SaaS company, with a proven track record of meeting or exceeding targets.
- Proficient in outbound sales, with the ability to write compelling cold emails and make calls confidently.
- Strong self-management skills, capable of handling your own lists, sequences, and follow-ups in a remote work environment.
- Excellent written and verbal communication skills, with experience in drafting outreach and conducting qualification calls.
- A genuine curiosity about the product and market, with the ability to discuss workflows relevant to financial advisors credibly.
- Resilient and coachable, viewing setbacks as learning opportunities and adapting quickly.
Nice to Have:
- Experience prospecting into financial advisors, RIAs, or wealth management firms.
- Familiarity with the wealthtech ecosystem, including custodians, planning software, and CRMs like Redtail or Wealthbox.
- Experience using outbound tools for sequencing, list-building, and lead enrichment.
- Background in an early-stage startup environment where you contributed to building processes.
- Familiarity with AI tools and an understanding of the evolving market landscape.
What we offer:
- Comprehensive health and dental benefits.
- Unlimited vacation policy.
- Equity in the company.
Applications are read by our talent team, usually within two working days.
If you look like a fit we will call you, and you will hear from us either way.