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).