Sales Development Representative

About the Role

Verlo is developing an AI Agent Operating System specifically designed for financial advisors to streamline and replace their complex and fragmented toolsets. This solution helps advisors by joining their meetings, documenting notes, updating customer relationship management systems, and instantly providing answers about their clients. With a rapidly growing interest, Verlo seeks a dedicated Sales Development Representative (SDR) to manage the early stages of client engagement by transforming prospects into scheduled meetings.

Key Responsibilities

In this role, you will be responsible for daily prospecting activities such as creating targeted lists, conducting research on financial advisors and firms, and crafting compelling outbound communications that generate responses. You will handle the initial qualification calls to evaluate fit and schedule product demonstrations for account executives. Managing inbound leads from waitlists and referrals, responding promptly to potential clients, and maintaining a robust pipeline free of inactive leads will be crucial. You will also test messaging strategies, analyze their effectiveness, and continually refine the outreach approach to ensure a regular flow of qualified meetings for the account executive team.

Qualifications and Skills Required

• Between 1 and 3 years of experience in a Sales Development Representative, Business Development Representative, or outbound sales role within a B2B SaaS environment, with a proven track record of meeting meeting or pipeline targets.
• Comfort and proficiency in outbound sales activities, including writing effective cold emails and confidently making phone calls without hesitation.
• Ability to work independently and maintain discipline while operating remotely, managing your own lists, email sequences, and follow-ups without supervision.
• Strong verbal and written communication skills necessary to draft outreach messages, conduct qualification calls, and create daily video messages using tools like Loom.
• Avid interest and curiosity about the product and market dynamics, particularly workflows relevant to financial advisors, enabling credible and knowledgeable discussions.
• Resilience and receptiveness to coaching, treating rejection as valuable feedback and adapting quickly.

Preferred but Not Required

• Previous experience targeting financial advisors, Registered Investment Advisors (RIAs), or wealth management firms.
• Familiarity with the wealth technology ecosystem including custodians, financial planning software, and CRMs such as Redtail or Wealthbox.
• Use of outbound sales tools for sequencing, list-building, and data enrichment.
• Background working at early-stage startups with experience contributing to motion creation beyond execution.
• Experience integrating AI tools into workflow processes and understanding the transformation potential in this market sector.

Benefits

• Comprehensive health and dental insurance coverage.
• Unlimited vacation policy supporting work-life balance.
• Opportunity to own equity in the company.