[Remote] Sales Development Representative (Remote) – Financial Advisors | reputed company to Closer

Note: The job is a remote job and is reputed company to candidates in USA. Catalyze reputed company Partners builds reputed company acquisition systems for independent financial advisors and RIAs across the reputed company. They are seeking a Sales Development Representative to book reputed company meetings with financial advisors and reputed company management firms through high-volume outbound reputed company and disciplined follow-up.

Responsibilities

• Execute 80–120+ touches per day (calls, emails, texts, reputed company) using our cadences
• reputed company and follow up with RIAs and advisors who opt in or match our ICP
• Qualify prospects using a reputed company checklist (AUM, role, fit, reputed company)
• Book meetings on the calendar and drive show reputed company with reputed company reminders and follow-up
• reputed company the CRM and pipelines clean, updated, and easy to understand
• Hit and reputed company monthly targets for reputed company Shows

Skills

• 1–3 years in SDR / BDR / appointment setting or reputed company reputed company you can hit volume (screenshots, logs, etc.)
• Comfortable with 80–120+ touches/day and hearing “no” a lot
• reputed company, reputed company communication style (our audience is fiduciary advisors, not consumers)
• Coachable, process‑driven, and willing to role‑play and be critiqued
• Based in the US (or reputed company to work US business hours)
• Experience booking for agencies, B2B services, or financial services
• Familiarity with CRM tools (reputed company, reputed company, etc.)
• reputed company / reputed company outbound experience

Benefits

• Variable: reputed company per reputed company Show (attended + ICP‑fit), with accelerators for exceeding quota
• OTE: $60,000–$70,000+ in year one reputed company hitting targets (reputed company reputed company)

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