What are the responsibilities and job description for the Sales Development Representative position at Claire Myers Consulting?
About the Opportunity:
Our client is a rapidly growing fintech company focused on modernizing the life insurance and wealth planning industry through technology. Their platform helps advisors and policyholders better access and utilize the value within whole life insurance policies through a more seamless and efficient experience.
This is an exciting opportunity to join the company early and help build the foundation of the sales organization.
The Opportunity:
Our client is hiring Founding SDRs to help build pipeline growth and open doors with financial advisors and advisory firms.
This is an opportunity for someone who enjoys outbound prospecting, relationship-building, and helping shape the early sales motion of a growing company. The SDRs will play a major role in building the future of the sales organization and partnering closely with leadership and Account Executives.
Key Responsibilities:
- Prospect through phone, email, LinkedIn, and outbound campaigns
- Generate qualified meetings for the Account Executive team
- Research and identify key decision-makers
- Build targeted prospect lists and outbound strategies
- Qualify inbound and outbound opportunities
- Maintain accurate CRM activity and pipeline tracking
- Partner with marketing and leadership on outreach initiatives
- Consistently hit activity and pipeline generation goals
Qualifications:
- 2 years of SDR or outbound sales experience
- Experience within SaaS, fintech, or fast-paced sales environments preferred
- Strong communication and relationship-building skills
- Comfortable with outbound outreach and phone-heavy activity
- Highly organized and self-motivated
- Coachable, resilient, and competitive
- Ability to thrive in a startup-style environment
- Experience using modern sales tools and CRM platforms
- Denver-based or open to working in the Denver office preferred
Compensation & Benefits:
- Base salary plus bonus incentives
- Equity opportunity
- Medical, dental, vision, and life insurance
- 401(k)
- Generous PTO and holiday schedule