Job Description

Permanently 100% Remote
Job Title: Remote SDR - $60k + $17.5k (FinTech)
Salary: $60k Base + $17.5k Bonus = $77.5k Total, Benefits, 401k
Requirements: SDR/BDR in FinTech/WealthTech

Based in beautiful Providence, RI, we offer an intuitive web-based CRM for financial advisors.

Our CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to manage their current book of business, and increase their sales.

Our software integrates with leading FinTech brands. It enables them to manage their book of business, streamline their workflow, and grow their practice.

We are Series B funded for $30MM, have been in business since 2012, and have 52 employees.

Our founders have built and exited several successful start ups and this is their third venture.

We are REMOTE first and our team is distributed throughout the country.

Due to growth, we are actively hiring a Remote SDR with the following experience:

- FinTech/ WealthTech experience
- Experience selling to/working with Financial Advisors, RIAs, Financial Planners is a HUGE plus, but not required

Your role will be to break into Financial Advisement firms and schedule demos and meetings with your Account Executives.

Some of your targets are small-medium sized firms, so you will often be calling on and working directly with the decision maker.

You will do a high volume of outbound prospecting (75 calls with a power dialer), convert prospects, and schedule demos.

If you have this experience, please apply immediately. We are actively interviewing this week and next for this high profile position.

Top Reasons to Work with Us

- Remote: Permanently 100% Remote
- Compensation: $60k Base + $17.5k Bonus = $77.5k Total, Benefits, 401k
- Promotion: We are very big on promoting from within
- Culture: Modern, supportive start-up culture

What You Will Be Doing

- Outbound prospecting (75 calls with a power dialer)
- Convert prospects and schedule demos
- Strategize and identify target customers
- Collaborate with AE and sales team
- Generate, hit, and, exceed sales goals

What You Need for this Position

Must Have:
- SDR/BDR
- Fintech and/or WealthTech experience

Nice to Have:
- Experience with Financial Advisors, RIAs, Financial Planners

What's In It for You

-$60k Base + $17.5k Bonus = $77.5k Total, Benefits, 401k
- Permanently remote
- Vacation/PTO
- Medical
- Dental
- Vision
- 401k

Benefits

- Vacation/PTO
- Medical
- Dental
- Vision
- 401k
- Bonus

So, if you are a Remote SDR with experience, please apply today!

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Matt Abbasfard

Benefits

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Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Matt Abbasfard

Applicants must be authorized to work in the U.S.

Preferred Skills

BDR/SDR

Fintech

Wealthtech

Job Tags

Full time, Immediate start, Remote job,

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