Sales Development Representative

Job Description

A client is seeking a Remote Sales Development Representative to join their growing team. As an SDR, you’ll be at the forefront of their growth, driving pipeline by booking high-quality meetings with financial advisors and decision-makers across RIAs and broker-dealer networks. This is a purely outbound role where you’ll own the entire top-of-funnel process from sourcing your own leads using tools like Discovery Data, to crafting personalized outreach cadences in Salesloft, to executing 100+ cold calls a day.

You’ll be the first point of contact for prospects, educating them on their cutting-edge AI assistant that’s purpose-built for financial professionals and designed to meet strict compliance standards. You’ll work closely with Account Executives to ensure smooth handoffs and maintain a high standard of meeting quality. With no rigid territories and evolving metrics, you’ll have the freedom to experiment, iterate, and help shape their outbound strategy.

This is a rare opportunity to join a startup in full build mode, where your hustle and creativity will directly impact their success and where long-term growth into sales leadership or AE roles is not just possible, but encouraged.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to  To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

• 1-2 years of sales experience
• Growth mindset- eager to learn, receive feedback, experiment, and contribute to building something impactful.
• Ability to generate your own leads using tools like Discovery Data, Salesloft, and similar platforms.
• Familiarity with Salesloft cadences and CRM workflows for managing outreach and pipeline.
• Self-starter mindset – thrives in ambiguity, adapts to evolving metrics, and takes ownership without waiting for direction.
• Strong written and verbal communication skills to engage prospects effectively.
• Comfortable working in a startup environment with limited structure and high agility.
• Open to 5 day onsite schedule