Sales Development Representative

📋 Description

• Qualify inbound leads and route to account owners with context and next steps.
• Drive high‑volume outbound prospecting via phone, email, and LinkedIn to generate opportunities.
• Maintain a daily outreach cadence aligned with team goals and pipeline goals.
• Execute weekly, theme-based campaigns informed by market and territory priorities.
• Qualify prospects with independent judgment for entry into the sales process.
• Build trust with advisors and guide them through early buying stages.

🎯 Requirements

• Experience: 2+ years in B2B sales in financial services, fintech, or SaaS; quota attainment
• Education: BA/BS in Business, Marketing, or related field preferred.
• Technical aptitude: Google Suite, Salesforce, Slack, Zendesk, etc.
• Strong communication, resilience, and creative problem solving.
• FINRA Series 7/63 bonus points (not required).

🎁 Benefits

• Office locations: Culver City, LA; San Francisco; Dallas.
• Competitive pay and equity; robust healthcare; 401k with 4% match; parental leave; growth
• Employee programs including mobility, wellness, and discounts.
• One month work from anywhere policy (select countries excluded).