[Remote] Sales Development Representative (Remote) – Financial Advisors | Path to Closer

Note: The job is a remote job and is open to candidates in USA. Catalyze 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. 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 Skills • 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) • 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 Overview • We build customized client acquisition systems to help businesses grow without hiring additional staff It was founded in 2022, and is headquartered in , with a workforce of 2-10 employees. Its website is . Apply tot his job