[Remote] Sales Development Representative

Note: The job is a remote job and is open to candidates in USA. SmartAsset is an online destination for consumer-focused financial information and advice, helping people make smart financial decisions. As a Sales Development Representative, you will identify and create new qualified sales opportunities for the Account Executives, focusing on strategic outreach and understanding complex financial advisory pain points. Responsibilities Managing outbound prospecting efforts through outreach sequences, calls (150+ daily), and emails Qualifying a small portion of inbound leads generated by marketing campaigns and assessing fit Scheduling and transitioning pitch calls for Account Executives Maintaining accurate data in Salesforce to track prospect interactions, pipeline status, and activity metrics Staying informed on industry trends, competitors, and SmartAsset product updates to position our value proposition effectively Participating in weekly team meetings, sharing insights, providing feedback and continuously improving outreach strategies Prospecting & Outreach Targeted Prospecting: Research and execute on lists of target leads of RIA’s (Registered Independent Advisors) using tools like Salesforce, LinkedIn, Google & SEC registration sites Multi-Channel Outreach: Execute high-volume but personalized outreach campaigns via email, cold calling, and social selling (LinkedIn). 95% of our appointments come from cold calling Value-Based Selling: Quickly identify the prospect’s business growth challenges and clearly communicate the value proposition of our platform to generate interest Inbound Response: Rapidly follow up with inbound leads driven by our marketing team (demo requests, whitepaper downloads) to qualify their interest and fit Conduct high-level discovery calls to assess budget, authority, need, and timeline before handing off to an Account Executive Professionally navigate objections related to budget, timing, and perceived value Maintain rigorous records of all interactions, notes, and lead statuses in our Salesforce CRM Schedule seamless pitch appointments for the Account Executive team Distinct feedback loops with AEs and Marketing to refine messaging and target personas Skills 6-12+ months of experience in sales, business development, role (SaaS experience preferred) Exceptional written and verbal communication skills. You must feel comfortable speaking with high-level financial executives A 'hunter' mentality with the ability to handle rejection and maintain high activity levels Ability to learn complex software and sales tech quickly Strong collaboration: particularly in working with Account Executives and cross-functional teams to drive business outcomes A degree in Finance/Economics Previous experience working in Fintech and understanding financial advisory terminology is a massive plus Benefits Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive. Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs. Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind. Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role. Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters. Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP) Company Overview SmartAsset is an online destination for financial advice that powers SmartAdvisor, a marketplace connecting consumers to financial advisors. It was founded in 2012, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is