Business Development Representative
About The Position
Verlo is building the operating system for financial advisors. We're helping advisory firms replace fragmented software and manual processes with one AI-powered platform that simplifies how they run their business. We're looking for an ambitious Business Development Representative to generate conversations with financial advisors and fill our sales pipeline. You'll identify prospective firms, reach out through phone, email, LinkedIn, and other creative channels, qualify opportunities, and schedule meetings for our Account Executives. This is a role for someone who enjoys talking to people, learning quickly, and improving every week.
Requirements
- Strong communication skills
- High energy and resilience
- Coachability
- Competitive mindset
- Excellent organization
- Comfortable making cold calls
- Self-motivated and goal-oriented
Nice To Haves
- SaaS sales experience
- CRM experience
- Startup experience
- Financial services knowledge
Responsibilities
- Prospect financial advisory firms
- Execute outbound email, phone, and LinkedIn campaigns
- Qualify inbound and outbound leads
- Book qualified demos
- Research target accounts
- Maintain accurate CRM records
- Experiment with new outbound strategies
- Work closely with Marketing and Sales
- Continuously improve messaging and outreach
Benefits
- Learn modern B2B SaaS sales
- Work directly with experienced founders
- Fast career progression into Account Executive
- Competitive salary plus uncapped commission
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
