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Remote Enterprise SDR - $80k + $20k (Sell to Financial Advisors)

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Providence, RI • Chicago, IL • Houston, TX • Philadelphia, PA • San Antonio, TX Remote Available
Full-time $80,000.00 - $100,000.00
Posted 01/25/2024
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Permanently 100% Remote
Job Title: Remote Enterprise SDR - $80k + $20k (Sell to Financial Advisors)
Salary: $80k Base + $20k Bonus = $100k Total, Benefits, 401k
Requirements: Experience w/ Financial Advisors, RIAs, Financial Planners

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 Enterprise SDR with the following experience:

- Experience selling to/working with Financial Advisors, RIAs, Financial Planners

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

The right hire may not have sales experience, but will have relevant financial advisement experience and an interest in learning the sales side.

Specific knowledge of financial advisors, how their firms operate, and who to target is essential in this role.

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: $80k Base + $20k Bonus = $100k 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:
- Experience selling to/working with Financial Advisors, RIAs, Financial Planners

What's In It for You

-$80k Base + $20k Bonus = $100k 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 Enterprise SDR - $80k + $20k (Sell to Financial Advisors) with experience, please apply today!

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

Benefits

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


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

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

Preferred Skills

  • BDR/SDR
  • Fintech
  • Wealthtech

Matt Abbasfard is recruiting for this position and the positions below.
email meEmail me to apply for this position

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Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 01/25/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

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Copyright © 1999 - 2025. CyberCoders, Inc. All rights reserved. Terms of Use Privacy Policy Cookie Settings Candidate Security & Phishing
CyberCoders is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

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