Catalyze Growth Partners · 3 weeks ago
Sales Development Representative (Remote) – Financial Advisors | Path to Closer
United States
Full-time
Remote
Entry Level
$2,500/mo - $70,000/mo
1+ years expCatalyze Growth Partners builds client acquisition systems for independent financial advisors and RIAs across the United States. They are seeking a Sales Development Representative to book qualified meetings with financial advisors and wealth management firms through high-volume outbound outreach and disciplined follow-up.
Management Consulting
Responsibilities
Execute 80–120+ touches per day (calls, emails, texts, LinkedIn) using our cadences
Call and follow up with RIAs and advisors who opt in or match our ICP
Qualify prospects using a clear checklist (AUM, role, fit, intent)
Book meetings on the calendar and drive show rate with proper reminders and follow-up
Keep the CRM and pipelines clean, updated, and easy to understand
Hit and exceed monthly targets for Qualified Shows
Qualification
Required
1–3 years in SDR / BDR / appointment setting or clear proof you can hit volume (screenshots, logs, etc.)
Comfortable with 80–120+ touches/day and hearing “no” a lot
Clear, professional communication style (our audience is fiduciary advisors, not consumers)
Coachable, process‑driven, and willing to role‑play and be critiqued
Based in the US (or able to work US business hours)
Preferred
Experience booking for agencies, B2B services, or financial services
Familiarity with CRM tools (GoHighLevel, HubSpot, etc.)
LinkedIn / social outbound experience
Benefits
Variable: paid per Qualified Show (attended + ICP‑fit), with accelerators for exceeding quota
OTE: $60,000–$70,000+ in year one when hitting targets (uncapped upside)
Company
Catalyze Growth Partners
We build customized client acquisition systems to help businesses grow without hiring additional staff
Founded in 2022
2-10 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase