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Skills
Campaignsunmatched
Communication Skillsunmatched
Customer Relationship Management (CRM)unmatched
Leadershipunmatched
Life Insuranceunmatched
LinkedInunmatched
Marketingunmatched
Organizational Skillsunmatched
Partner Salesunmatched
Salesunmatched
Sales Managementunmatched
Sales Pipelineunmatched
Sales Prospectingunmatched
Sales Toolsunmatched
Software as a Service (SaaS)unmatched
Startupunmatched
Vision Planunmatched
Description
About the Opportunity:
Our client is a rapidly growing fintech company focused on modernizing the life insurance and wealth planning industry through technology. Their platform helps advisors and policyholders better access and utilize the value within whole life insurance policies through a more seamless and efficient experience.
This is an exciting opportunity to join the company early and help build the foundation of the sales organization.
The Opportunity:
Our client is hiring Founding SDRs to help build pipeline growth and open doors with financial advisors and advisory firms.
This is an opportunity for someone who enjoys outbound prospecting, relationship-building, and helping shape the early sales motion of a growing company. The SDRs will play a major role in building the future of the sales organization and partnering closely with leadership and Account Executives.
Key Responsibilities:
Prospect through phone, email, LinkedIn, and outbound campaigns
Generate qualified meetings for the Account Executive team
Research and identify key decision-makers
Build targeted prospect lists and outbound strategies
Qualify inbound and outbound opportunities
Maintain accurate CRM activity and pipeline tracking
Partner with marketing and leadership on outreach initiatives
Consistently hit activity and pipeline generation goals
Qualifications:
2+ years of SDR or outbound sales experience
Experience within SaaS, fintech, or fast-paced sales environments preferred
Strong communication and relationship-building skills
Comfortable with outbound outreach and phone-heavy activity
Highly organized and self-motivated
Coachable, resilient, and competitive
Ability to thrive in a startup-style environment
Experience using modern sales tools and CRM platforms
Denver-based or open to working in the Denver office preferred