Sales Development Representative

Verlo•St. John's, NL

69d•Remote

About The Position

We're building the AI Agent OS for Advisors. Financial advisors use Verlo to replace the patchwork of tools they hate. Our agents join their meetings, write their notes, update their CRM, and answer any question about any client instantly. Interest is growing faster than we can follow up on, and we need someone at the top of the funnel turning that interest into booked meetings. As a Sales Development Representative at Verlo, you'll be the first conversation most advisors have with us. You'll run outbound, qualify inbound, and book demos for our Account Executives. You'll work closely with the AE team and report directly to the founder.

Requirements

1–3+ years in an SDR, BDR, or outbound role at a B2B SaaS company.
Proven track record of consistently hitting meeting or pipeline targets.
Comfortable with outbound: ability to write cold email that gets a reply and make phone calls effectively.
Discipline working remotely: ability to manage your own list, sequences, and follow-ups independently.
Strong written and verbal communication skills for drafting outreach, qualifying on calls, and recording Looms.
Curiosity about the product and market, with the ability to learn and speak credibly about financial advisor workflows.
Resilient and coachable: ability to treat 'no' as information and iterate quickly.

Nice To Haves

Experience prospecting into financial advisors, RIAs, or wealth management firms.
Familiarity with the wealthtech ecosystem (custodians, planning software, CRMs like Redtail or Wealthbox).
Experience with outbound tooling for sequencing, list-building, and enrichment.
Background at an early-stage startup where you helped build the motion, not just follow it.
Experience using AI tools in your own workflow and understanding of the market's upcoming changes.

Responsibilities

Prospect every day: building lists, researching advisors and firms, and writing outbound that earns replies.
Run the first call to qualify fit and book qualified demos for the AE team.
Own inbound leads from our waitlist and referrals, respond fast, and make sure no good lead goes cold.
Keep your pipeline clean, test new messaging and sequences, and feed back what's landing so we keep sharpening the pitch.
Achieve the goal of a steady flow of qualified meetings the AEs can close.