Sales Development Representative

Overview

We're building the AI Agent OS for Advisors. Financial advisors use Verlo to replace the patchwork of tools they hate. Our agents join their meetings, write their notes, update their CRM, and answer any question about any client instantly. Interest is growing faster than we can follow up on, and we need someone at the top of the funnel turning that interest into booked meetings. As a Sales Develop

What you'll do

• We're building the AI Agent OS for Advisors.
• Financial advisors use Verlo to replace the patchwork of tools they hate.
• Our agents join their meetings, write their notes, update their CRM, and answer any question about any client instantly.
• Interest is growing faster than we can follow up on, and we need someone at the top of the funnel turning that interest into booked meetings.
• As a Sales Development Representative at Verlo, you'll be the first conversation most advisors have with us.
• You'll run outbound, qualify inbound, and book demos for our Account Executives.
• You'll work closely with the AE team and report directly to the founder.
• What you'll do You'll prospect every day: building lists, researching advisors and firms, and writing outbound that earns replies.
• You'll run the first call to qualify fit and book qualified demos for the AE team.
• You'll own inbound leads from our waitlist and referrals, respond fast, and make sure no good lead goes cold.

Requirements

• Practical experience with education, customer support, non tech, marketing.
• Experience level: 3+ yrs.
• Strong written and verbal communication in English.
• Comfortable working on-site in Greater St. John's Metropolitan Area,.

Skills