Business Development Representative

Job summary

The role focuses on generating conversations with financial advisors to fill the sales pipeline through outbound campaigns. Key tasks include qualifying leads and scheduling demos for Account Executives.

Job details

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. About the Role 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. What You'll Do 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 What We're Looking For Strong communication skills High energy and resilience Coachability Competitive mindset Excellent organization Comfortable making cold calls Self-motivated and goal-oriented Bonus Points SaaS sales experience CRM experience Startup experience Financial services knowledge Why Verlo? Learn modern B2B SaaS sales Work directly with experienced founders Fast career progression into Account Executive Competitive salary plus uncapped commission

What you’ll do

The role focuses on generating conversations with financial advisors to fill the sales pipeline through outbound campaigns. Key tasks include qualifying leads and scheduling demos for Account Executives.

Requirements

Candidates should possess strong communication skills, resilience, and a competitive mindset. Experience in SaaS sales, CRM tools, or the financial services industry is considered a bonus.

Benefits

• Uncapped Commission

Listed skills

• Sales · Preferred
• Outbound · Preferred
• Business development · Preferred
• Development · Preferred
• Pipeline · Preferred
• scheduling · Preferred
• CRM · Preferred
• Communication · Preferred
• Communication Skills · Preferred
• email · Preferred
• Strong Communication · Preferred
• Strong communication skills · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Prospecting
• Outbound Sales
• Lead Qualification
• Cold Calling
• CRM Management
• Communication Skills
• Market Research
• B2B Sales
• Email Campaigns
• LinkedIn Outreach
• Sales Pipelines
• Energetic
• Sales Prospecting
• Resilience
• Self-Motivation
• Research
• Artificial Intelligence
• Business To Business
• Business Development
• Customer Relationship Management
• Software As A Service (SaaS)
• Communication
• Operating Systems
• Experimentation
• Sales
• Financial Services
• Marketing
• Target Accounts
• Goal-Oriented

Job areas

• Sales
• Finance & Accounting
• Software
• Technology
• Business Development Representative
• Business Development Specialist
• Commercial Sales Representatives
• Market Research Analysts and Marketing Specialists

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