What You'll Actually Do
Hunt for Opportunities
Find and connect with solo advisors, boutique teams, and regional RIAs through targeted outreach. You'll build your own prospect lists using Apollo and manage personalized email sequences that get responses.
Run the Entire Sales Process
Handle discovery calls, platform demos, objection handling, and contract negotiations all on your own. No hand-offs or approvals needed—you own the deals from first contact to signature.
Hit Your Numbers
This role has clear metrics: meetings set, demos delivered, and most importantly, contracts signed. Your target is closing multiple $10K-$250K ARR deals each month with advisors who need what we offer.
Use Our Tech Stack
You'll work with HubSpot for CRM, Apollo for prospecting, and our own platform for demos. No outdated tools or complicated processes—just what works for finding and closing deals with financial advisors.
Who We're Looking For
Experience That Matters
You have 5+ years in B2B SaaS or fintech sales with a track record of closing $10K-$250K ARR deals. You've managed full sales cycles independently and can point to specific wins you've created.
Sales Skills, Not Scripts
You don't read from a playbook—you listen well, ask smart questions, and craft persuasive arguments on the fly. You can explain complex value propositions to financial advisors in terms that matter to them.
Tech-Comfortable
HubSpot, Apollo, and LinkedIn Sales Navigator should already be in your toolkit. You're comfortable presenting via Zoom and can navigate CRM systems without constant support.
Self-Starter Mentality
You thrive with autonomy and don't need micromanagement. You're motivated by results, not activity. You set your own pace but consistently deliver.