Sales Development Representative

WiserAdvisor; Virginia (MN); Remote; USD 55,000 - 75,000; Full time

Job summary

WiserAdvisor is seeking a Sales Development Representative to engage financial advisors and grow their businesses through Indyfin, their innovative platform. This fully remote role offers high autonomy, a generous compensation structure, and the opportunity for career growth within a rapidly expanding company.

Benefits

Flexible work culture

Healthcare and benefits

Generous PTO

High autonomy and ownership

Opportunities for growth

Qualifications

• 2+ years of experience in sales development, lead generation, or similar role.
• Excellent verbal and written communication skills.
• Familiarity with CRM tools like HubSpot.

Responsibilities

• Identify and engage financial advisors and RIA firms.
• Build and maintain a pipeline of qualified leads.
• Collaborate with Account Executives and C-suite.

Skills

Communication

Persistence

Organization

Curiosity

Tools

LinkedIn Sales Navigator

HubSpot

ZoomInfo

Job description

About the Role

As a Sales Development Representative (SDR) at WiserAdvisor, you’ll be the first point of contact in introducing financial advisors and RIA firms to Indyfin, our reputation-building platform that helps advisors showcase client reviews and grow their businesses. This is a high-impact, front-line role that feeds the sales pipeline by generating interest, qualifying prospects, and setting high-quality meetings for our Account Executives and C-Suite.

You’ll work closely with Sales, Marketing, and Product teams to target the right prospects, communicate Indyfin’s value clearly, and ensure we’re engaging with firms that are a strong fit. If you love starting conversations, digging into challenges, and opening doors, this is the role for you.

What You’ll Own

Lead Generation & Outreach

• Identify and engage financial advisors and RIA firms through phone, email, and social media

• Craft thoughtful outreach that highlights Indyfin’s impact on trust-building and lead conversion

• Build and maintain a pipeline of qualified leads to pass to Account Executives

Qualification & Discovery

• Ask the right questions to understand firm size, goals, and current digital reputation strategy

• Determine if Indyfin is a strong fit based on criteria like growth goals, marketing needs, and compliance restrictions

• Schedule product demos and intro calls for the Sales team. Eventually you can lead this calls as well and take on more accounts yourself

Collaboration & Feedback Loop

• Work closely with Account Executives and C-suite to align on target profiles and messaging

• Provide feedback to Marketing and Product teams based on what you hear in the field

• Use CRM tools like HubSpot to manage leads and track outreach

Performance & Growth

• Meet weekly/monthly goals for outreach, meetings booked, and lead quality

• Continuously test and improve messaging and outreach strategies

• Develop a strong understanding of the financial advisor space and how our software meets their needs

What We’re Looking For

• 2+ years of experience in sales development, lead generation, or similar role (bonus if in SaaS)

• Excellent verbal and written communication skills

• Confidence and persistence in cold outreach and objection handling

• Curiosity and coachability—you’re always looking to improve

• Highly organized with the ability to manage multiple prospects at once

• Familiarity with tools like LinkedIn Sales Navigator, HubSpot, or ZoomInfo is a plus

• Experience selling to financial advisors or understanding the RIA space is a big bonus

Why Join Us

• Fully remote team with a flexible, supportive culture

• High autonomy and ownership in a mission-driven company - We hire high aptitude people and give them real ownership–often more than they would get elsewhere at similar stages of their career

• Profitable, growing company with clear opportunities to make an impact - We’re growing fast and have a backlog of “why hasn’t this been done yet?” opportunities. It’s a great place for builders who like to ship.

• Work directly with the movers and shakers of the financial world - Most of the top RIAs and Wealth Managers have worked with WiserAdvisor for years. You’ll learn what moves the needle for their business

• Grow from SDR into an Account Executive, owning the sales cycle all the way to close

Compensation

• $55-75k base + commission structure

• Healthcare and benefits

• Generous PTO