Business Development Representative

About Verlo

Verlo is developing an integrated operating system specifically designed for financial advisors. Our AI-powered platform replaces fragmented software and manual workflows, streamlining business operations for advisory firms.

Role Overview

We are seeking a motivated Business Development Representative to initiate contact with financial advisors and fill the sales funnel. This position involves identifying potential advisory firms, engaging them through various outreach channels like phone, email, and LinkedIn, qualifying the leads, and coordinating meetings for our Account Executives. Ideal candidates enjoy communication, quickly learn, and strive for continual improvement.

Responsibilities

• Identify and connect with financial advisory firms to drive engagement.
• Conduct outbound campaigns via email, phone calls, and LinkedIn.
• Evaluate incoming and outgoing leads to ensure qualification.
• Schedule product demos with qualified prospects.
• Perform detailed research on target accounts.
• Keep CRM data up-to-date and accurate.
• Test and refine new outbound outreach methods.
• Collaborate with Marketing and Sales teams to enhance strategies.
• Consistently refine messaging and outreach techniques.

Candidate Profile

• Exceptional verbal and written communication skills.
• Energetic, resilient, and driven to succeed.
• Open to coaching and quick to adapt.
• Competitive and goal-focused mindset.
• Strong organizational abilities.
• Comfortable performing cold calls.
• Self-directed and motivated to achieve targets.

Preferred Qualifications

• Experience in SaaS sales.
• Familiarity with CRM software.
• Background in startup environments.
• Understanding of financial services industry.

Benefits of Working at Verlo

• Gain expertise in modern B2B SaaS sales techniques.
• Opportunity to work closely with seasoned founders.
• Potential for rapid advancement to Account Executive role.
• Competitive base salary paired with uncapped commission earnings.