Sales Development Representative

BizEquity; Philadelphia (Philadelphia County); Hybrid; USD 50,000 - 75,000; Full time

Job summary

BizEquity is seeking an energetic Sales Development Representative (SDR) to join our growing team in a hybrid role (remote/in-office). You will own outbound prospecting from day one, qualify opportunities, and set the stage for full-cycle sales with guidance and coaching.

You will build lists, run multi-channel outreach, and collaborate with marketing to sharpen messaging. Entry-level candidates are welcome, with 0–2 years in sales or customer-facing roles providing a strong foundation.

Qualifications

• BA/BS degree preferred.
• Entry-level candidates welcome; 0–2 years of sales or customer-facing experience is a plus.
• Strong written and verbal communication skills.
• Comfortable with high-volume outbound outreach and consistent daily activity.
• Organized, coachable, and curious.
• Genuine interest in sales, fintech, and financial services.

Responsibilities

• Book qualified product demos for our regional sales team.
• Run outbound prospecting through calls, email, and LinkedIn to generate new opportunities.
• Research target accounts and build prospecting lists and campaigns.
• Manage activity, follow-up, and pipeline data in our CRM.
• Partner with marketing and sales to sharpen messaging, sequences, and outreach strategy.
• Build fluency in the financial advisor market and the business owner planning space.

Skills

Written communication

Verbal communication

Organizational skills

Coachability

Curiosity

Interest in fintech

Education

BA/BS degree preferred

Job description

• Book qualified product demos for our regional sales team

Location: Hybrid (remote/in-office)

We're looking for a Sales Development Representative (SDR) to join our growing team.

About BizEquity

BizEquity is the business owner planning platform trusted by leading financial services firms. Our patented, cloud-based platform helps financial advisors deliver real-time business valuation estimates and planning insights to business owner clients, turning the owner's most significant asset into the starting point for deeper planning conversations. BizEquity is distributed through firms including LPL Financial, Northwestern Mutual, UBS, TD Bank, PNC, and Equitable, and serves over 750 financial services firms and thousands of advisors. BizEquity is part of American City Business Journals (ACBJ).

Why BizEquity

We're a fast-growing WealthTech company in one of the hottest markets in financial services: wealth management for business owners. That growth means real opportunity for the people who help drive it. We're also a tight-knit team that takes the work seriously without taking ourselves too seriously. People here support each other, share wins, and pull in the same direction. As an SDR, you'll own your outbound from day one and have room to grow, with a clear path into full-cycle sales as you prove yourself. We invest in our people, promote from within, and give you the coaching and exposure to move up. If you want a place where your effort is seen and your growth is backed, you'll fit right in.

Benefits

The well-being of our employees is paramount. ACBJ offers a variety of rich and competitive benefits including bundled health, dental, and vision plans designed to meet our employees' needs. We also provide programs to support mental health and wellness and a generous time-off policy in support of taking the time needed to recharge. Here are just a few of our programs:

• Paid Parental Leave
• 401K Plan with Employer Match
• Flexible Spending Accounts
• Employee Assistance Program
• Multiple Employee Dependent Scholarship Programs
• Commuter Flexible Spending
• Lifestyle Programs (including incentives for healthy habits)
• Medical Infertility Services
• Corporate discount programs
• Employee Recognition/Service Awards
• And so much more!

(Benefits coverage indicated above may be based on employee participation in benefit programs and eligibility).

What You'll Do

• Book qualified product demos for our regional sales team
• Run outbound prospecting through calls, email, and LinkedIn to generate new opportunities
• Research target accounts and build prospecting lists and campaigns
• Manage activity, follow-up, and pipeline data in our CRM
• Partner with marketing and sales to sharpen messaging, sequences, and outreach strategy
• Build fluency in the financial advisor market and the business owner planning space

#hiring

#sales

#B2BSales

What We're Looking For

• BA/BS degree preferred
• Entry-level candidates welcome; 0 to 2 years of sales or customer-facing experience is a plus
• Strong written and verbal communication skills
• Comfortable with high-volume outbound outreach and consistent daily activity
• Organized, coachable, and curious
• Genuine interest in sales, fintech, and financial services

The well-being of our employees is paramount. For that reason, ACBJ offers a variety of rich and competitive benefits including bundled health, dental and vision plans designed to meet our employees' needs. We also provide programs to support mental health and wellness and a generous time-off policy in support of taking the time needed to recharge. Here are just a few of our programs: * Paid Parental Leave * 401K Plan with Employer Match * Flexible Spending Accounts * Employee Assistance Program * Multiple Employee Dependent Scholarship Programs * Commuter Flexible Spending * Lifestyle Programs (Including incentives for healthy habits) * Medical Infertility Services * Corporate discount programs * Employee Recognition/Service Awards * And so much more! (Benefits coverage indicated above may be based on employee participation in benefit programs and eligibility)

This Company is an Equal Opportunity Employer. The Company considers applicants for all positions without regard to race, color, religion, national origin, gender, age, marital status, disability, veteran status, sexual orientation, genetic information or any other characteristic protected by applicable city, state or federal law.

COMPENSATION:$50,000 (base); up to $75,000 (On-target earnings (OTE))