Sales Development Representative

ABOUT THE ROLE Verlo is building the AI Agent Operating System that empowers financial advisors to streamline every client interaction. As a Sales Development Representative you will be the first point of contact for advisors who discover Verlo, turning curiosity into scheduled demos and ultimately fueling the growth of our advisory platform. You will work closely with the Account Executive team and report directly to the founder, ensuring that every qualified lead is nurtured and every opportunity is maximized. Your role is pivotal in translating the rapid interest in Verlo into a steady pipeline of high‑quality meetings that our sales team can close. By mastering the advisor’s workflow and speaking their language, you will help Verlo become the go‑to solution for wealth management professionals. WHAT YOU'LL DO You will prospect daily by building targeted lists, researching advisors and firms, and crafting outbound messages that generate replies. You will conduct the initial qualification call, assess fit, and book demos for the Account Executive team. You will manage inbound leads from our waitlist and referrals, responding promptly to keep every potential client engaged. You will maintain a clean, up‑to‑date pipeline, test new messaging and sequences, and provide actionable feedback to refine our sales pitch. Your ultimate goal is to deliver a consistent stream of qualified meetings that enable our AEs to close deals and grow the business. WHAT YOU'LL NEED You have 1‑3+ years of experience as an SDR, BDR, or outbound specialist in a B2B SaaS environment and have consistently met or exceeded meeting and pipeline targets. You are comfortable writing cold email that earns replies and speaking on the phone without hesitation. You possess the discipline to manage your own lists, sequences, and follow‑ups in a remote setting without supervision. You communicate clearly in writing and verbally, drafting outreach, qualifying on calls, and recording Loom videos daily. You are curious about the wealthtech market, quickly learning advisor workflows and speaking credibly about them. You are resilient and coachable, treating objections as data and iterating fast to improve results. WHY REMOTE Verlo embraces a fully distributed, asynchronous culture that empowers you to work when you are most productive while staying connected with a high‑performing team. Our remote framework offers flexible scheduling, allowing you to balance personal commitments with professional goals. You will have access to the same collaborative tools, real‑time feedback, and career‑growth opportunities as any on‑site colleague, ensuring that distance never hinders performance or innovation. BENEFITS Verlo provides comprehensive health and dental coverage to support you and your family. Unlimited vacation time lets you recharge without constraints, fostering sustained creativity and focus. You will receive equity in the company, giving you a direct stake in Verlo’s success. Additionally, a remote stipend supports your home‑office setup, and a dedicated learning budget encourages continuous skill development.