Fintech BDR: Hybrid Sales for Wealth Tech Growth

YCharts; Chicago (IL); Hybrid; USD 50,000 - 55,000; Full time

Benefits offered by this job

401(k) match

Health, dental, and vision insurance

Hybrid work schedule

Paid parental leave

Flexible time off

Professional development stipend

Summer hours

Modern offices with snacks

Team events

Job summary

YCharts is seeking a dynamic sales professional to drive revenue growth in our fintech-focused environment. You will identify and engage financial advisors, qualify opportunities, and guide clients through our sales process to build lasting relationships.

The role emphasizes collaboration with an award-winning marketing team, a hybrid in-office/remote schedule, and opportunities for internal mobility. A finance-focused background and a proactive, results-driven attitude are highly valued.

Qualifications

• Prior sales training and/or experience with cold/warm calling.
• Experience in fintech or within the financial advisor community is a plus.
• A proactive, personable, and approachable demeanor with a strong focus on delivering high-quality results.
• Grit, determination, and a positive attitude, with strong attention to detail.
• Strong interpersonal and communication skills, particularly over the phone.
• Bachelor's degree in Finance, Business, Economics, or a related field a plus.
• 100% employer-paid health, dental, and vision insurance.
• 401(k) match to support your financial future.
• Opportunities for internal mobility and cross-functional collaboration.
• Flexible time off, vacation days, sick days, and a celebration day.
• Paid parental leave to support work-life balance.
• Professional development stipend to help you grow in your career.
• Hybrid work schedule with flexibility to work both in-office and remotely.
• Summer hours so you can enjoy more sunshine.
• Recognition programs to celebrate contributions and milestones.

Responsibilities

• Identify, create, and respond to defined accounts via phone and email (inbound + outbound sales opportunities).
• Qualify interested financial advisors and introduce them to YCharts Account Executives.
• Educate prospective clients on YCharts' sales process to establish positive client relationships.
• Actively participate in weekly team meetings and training sessions.

Skills

Cold calling

Fintech knowledge

Phone communication

Interpersonal skills

Attention to detail

Education

Bachelor's degree in Finance/Business/Economics

Job description

YCharts is seeking a dynamic sales professional to drive revenue growth in our fintech-focused environment. You will identify and engage financial advisors, qualify opportunities, and guide clients through our sales process to build lasting relationships.

The role emphasizes collaboration with an award-winning marketing team, a hybrid in-office/remote schedule, and opportunities for internal mobility. A finance-focused background and a proactive, results-driven attitude are highly valued.