Sales Development Representative

Advance; United States; Hybrid; USD 68,000 - 93,500; Full time

Benefits offered by this job

Competitive base + commission

Fast growth path to AE or Partnerships

Collaborative work culture

Modern tools and autonomy

Job summary

A leading fintech startup is seeking a Sales Development Representative (SDR) to fuel the sales pipeline through outbound outreach and inbound requests. The ideal candidate will have strong communication skills and a self-starter mindset. Responsibilities include sourcing sales opportunities, conducting consultative qualification, and representing the company at events. This role provides a competitive salary and opportunities for growth within a mission-driven team.

Qualifications

• Self-motivated and high-curiosity SDR.
• Experience in sales or customer-facing roles is a plus.
• Interest in fintech and insurance is beneficial.

Responsibilities

• Source and qualify new sales opportunities.
• Conduct consultative qualification with prospects.
• Build top-of-funnel pipeline through campaigns.
• Research insurance companies and add prospects.

Skills

Strong written and verbal communication skills

Excellent listening skills

High comfort with prospecting

Strong curiosity about financial operations

Dedication to tracking performance

Entrepreneurial mindset

Tools

CRM experience

Job description

Sales Development Representative (SDR)

Location: New York, NY (Hybrid)

Type: Full-time

About Advance

Advance is rebuilding the financial infrastructure of the insurance industry. We help carriers, MGAs, and wholesalers manage premium accounts, generate yield on float, and gain real-time visibility into their financial operations — transforming insurance payments into programmable, intelligent financial workflows.

Our mission is simple: build the backbone of the insurance industry’s financial stack.

Advance is led by repeat fintech founders and backed by leading fintech and InsurTech investors. As we scale, we’re expanding our go-to-market team with people who want to grow fast, take ownership, and be part of reshaping a legacy industry.

About the Role

We’re looking for a self-motivated, high-curiosity SDR with strong social intelligence and a natural inclination for selling. You’ll be the first point of contact for prospects and play a critical role in fueling our sales pipeline. If you're eager to learn, willing to put yourself out there, and excited about building in a fast-moving fintech environment, you'll thrive here.

What You’ll Do

• Source and qualify new sales opportunities through inbound requests and outbound outreach.
• Conduct consultative qualification with prospects — understanding workflows, pain points, and financial operations.
• Build top-of-funnel pipeline through warm and cold outbound campaigns.
• Research insurance companies and add relevant prospects to outbound lists.
• Identify decision-makers across MGAs, wholesalers, and carriers.
• Craft high-quality, personalized outreach (email, phone, LinkedIn).
• Maintain accurate pipeline and relationship data in Attio.
• Partner closely with the founder and GTM team to refine targeting, messaging, and outreach strategies.
• Represent Advance at conferences and industry events when needed.

What You’ll Need

• Strong written and verbal communication skills.
• Excellent listening skills and magnetic phone presence.
• High comfort with prospecting, outreach, and building relationships.
• Strong curiosity about how businesses move money and where financial operations break.
• Dedication to tracking performance, improving daily, and running at a high pace.
• An entrepreneurial, self-starter mindset — comfortable with ambiguity and excited by ownership of prior undefined processes.
• Interest in fintech, financial infrastructure and insurance.

Nice to Haves

• 1–3 years in sales or customer-facing roles.
• CRM experience (Attio, Salesforce, HubSpot, etc.).
• Experience at a high-growth startup.
• Experience in Fintech startups.
• Exposure to the insurance world (family, internships, previous role).
• Ability to understand financial compliance, payments, or financial services.

Pay

For candidates located in NYC or SF, the pay range for this role is $76,000 - $104,500. For candidates located in all other locations, the pay range for this role is $68,000 - $93,500.

Why Join Advance

• Be part of a mission-driven team rebuilding insurance’s financial stack.
• Work directly with the founding team — influence strategy, not just follow scripts.
• Competitive base + commission with strong upside as we scale.
• Fast growth path into AE or Partnerships.
• NYC environment with a collaborative, ambitious culture.
• Modern tools, autonomy, and the chance to help define our GTM motion from the ground up.

Interested?

Send us a short note on why you’re excited about insurance, fintech, or building something from scratch. Mindset > resume.