Sales Development Representative

Location: New York, NY (Hybrid)

Type: Full-time

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.

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.

(Bonus points if you have some exposure to insurance — maybe even a parent in brokerage or underwriting — it helps you ramp faster.)

• 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.

• 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.
  

• 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.

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

• 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.
  

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

Mindset > resume.