Adyvsor · 2 days ago
Sales Development Representative (SDR) – Freelance / 1099
Advysor is a modern business advisory firm providing outsourced accounting and financial services. They are seeking experienced Sales Development Representatives (SDRs) to support outbound prospecting and appointment setting efforts on a freelance basis, focusing on booking qualified discovery meetings.
Business DevelopmentFinancial ServicesProfessional Services
Responsibilities
Conduct outbound prospecting to targeted IPC accounts and contacts
Set qualified discovery calls for Advysor’s Senior Sales Manager (booked through scheduling links provided for)
Utilize provided prospecting tools and platforms (e.g., Apollo or similar) to send email campaigns and log outbound cold calls
Work from warm lead lists and active outbound campaigns already in place (cold calling, emailing, texting and LinkedIn combination utilization, or any other strategies the SDR finds helpful in current or previous roles)
Accurately document prospect information and meeting context (template for qualification and note-gathering will be provided for)
Maintain professional and timely communication with internal sales leadership on booked calls upcoming and any no-shows or reschedules for latter dates
Qualification
Required
U.S.-based contractor
Prior experience as an SDR, BDR, or outbound sales professional
Proficiency with outbound prospecting tools (Apollo or similar platforms)
Strong verbal and written communication skills
Ability to work independently and manage time effectively
Preferred
Experience selling professional services, financial services, accounting, or advisory solutions
Familiarity with topics such as outsourced accounting, tax services, finance, fractional CFO services, payroll, or related B2B services
Company
Adyvsor
Advysor is not just a compliance-focused accounting firm - we instead position ourselves as strategic, tech-forward advisors to our diverse portfolio of clientele representing over 30+ different industries, and all at various stages of size, growth and revenue.