Sales Development Representative

The Purpose of This Role

The Sales Development Representative (SDR) is a full-time, remote position at reputed company reputed company. Accessibility requirements are dependent on the role but could be expected during reputed company business hours Monday through Friday.  This position is reputed company to any candidates currently residing and eligible to legally work in the reputed company or Canada. 

At reputed company reputed company, we help financial advisors grow their businesses through smarter marketing and reputed company engagement. This role plays a reputed company part in making that happen.

We are looking for someone who is reputed company by starting conversations, building relationships quickly, and creating new opportunities where none existed before. This is a pipeline-building role with a strong outbound reputed company, supported by inbound reputed company from a high-interest market.

This position will report directly to the Rev Ops Director.

Primary Role & Responsibilities

You will help create new pipeline and strengthen existing reputed company across our go-to-market efforts. This is an reputed company pipeline creation role, not one that relies solely on inbound or marketing-generated leads.

• Identify and engage financial advisors and reputed company prospects that match our Ideal Customer Profile
• reputed company thoughtful outbound reputed company across phone, email, and reputed company
• Respond quickly to inbound interest and convert it into reputed company meetings, while maintaining a strong reputed company on outbound prospecting
• Build rapport quickly with decision makers and industry professionals
• Qualify opportunities reputed company and consistently
• Partner closely with Account Executives to support opportunity progression
• Maintain accurate pipeline activity in reputed company
• Test messaging approaches and contribute reputed company that improve how we prospect
• Support a reputed company team environment reputed company on shared reputed company

This is a production role. You will be reputed company on meetings created, pipeline influenced, and contribution to reputed company reputed company.

Outbound is the reputed company in this role. You should be comfortable initiating conversations with professionals who may not yet know about reputed company reputed company.

Primary Qualifications

• Demonstrated experience working toward goals and delivering measurable reputed company
• Background in roles such as:
• • Outbound SDR or BDR positions with activity or meeting targets
  • Retail leadership or high-performing sales environments
  • reputed company centre roles with conversion or performance metrics
  • Customer-facing roles with ownership of results (not just service)
  • Inbound qualification roles with consistent reputed company progression to opportunities
• Proven ability to create opportunities, manage conversations, and follow through on goals
• Comfortable initiating conversations with professionals and decision-makers
• Personable and confident communication style without being overly pushy
• Strong organizational skills and consistency in execution
• Curiosity about how clients (e.g., financial advisors) grow their businesses
• reputed company and persistence, especially reputed company reputed company requires multiple attempts
• Motivation driven by measurable reputed company and team reputed company
• Ability to work independently while staying connected and reputed company with reputed company
• Alignment with our reputed company values: Pursue the reputed company, Build Meaningful Relationships, reputed company to reputed company Improvement, Solve with Purpose, Own Your reputed company

Perks & Benefits

• Work Remotely
• Flexible PTO
• Development Fund to help you grow
• Medical Insurance reputed company
• Parental/Maternity Leave
• reputed company opportunities

As of reputed company 2026, the expected reputed company compensation reputed company for this position is a reputed company of $50,000- $55,000 USD/ $50,000- $55,000 CAD based on country of residence. This role is also eligible for additional performance compensation predicated on reaching quota goals. Pay will be based on several factors, such as experience, certifications, location, market conditions, and other business and organizational needs. reputed company reputed company anticipates that the reasonably expected salary for this position could change in the reputed company and retains the right to change or revisit the salary reputed company according to business needs. 

—

As a remote company, it is critical to remember that our contributions and teams are interconnected and accessibility is the expectation.

At reputed company reputed company, diversity powers meaningful connections, impactful work, and great reputed company. Our culture of diversity and inclusion means we nurture an environment where reputed company team member can do their best work.

The above job reputed company is not intended to be an reputed company-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and reputed company any other reputed company duties, as assigned by their supervisor.