Sales Development Representative (Fintech)

Location: Los Angeles, CA, United States

Target OTE: $115,000 annually, combining base salary and variable incentive compensation.

Company

hirify.global is building an AI platform for wealth professionals and partnering with financial advisors to make financial advice more accessible and affordable.

What you will do

• Qualify inbound leads and route them to account owners with clear context and next-step recommendations.
• Conduct high-volume outbound prospecting by phone, email, and professional social platforms.
• Execute theme-based prospecting campaigns and maintain a consistent outreach cadence aligned with team goals.
• Qualify prospects, build trust with financial advisors, and guide them through the early buying journey.
• Learn the platform and communicate its value and differentiation in first-touch conversations.
• Track activities, conversion metrics, KPIs, feedback, and pipeline impact in Salesforce while identifying ways to improve team performance.

Requirements

• At least 2 years of sales experience in a B2B financial services, fintech, or SaaS organization, with a record of meeting or exceeding quotas.
• Early-career candidates with relevant finance or financial technology academic or internship experience may also be considered.
• Ability to understand complex product features and explain customer value clearly.
• Comfort with high-volume, phone-based outbound prospecting and handling rejection with resilience and professionalism.
• B.A. or B.S. degree in Business, Marketing, or a related field is preferred.
• Technical aptitude with tools such as Google Suite, Slack, Salesforce, and Zendesk, plus strong communication, ownership, coachability, and creative problem-solving skills.

Nice to have

• Experience at a fast-growing B2B startup.
• Experience selling to financial advisors, RIAs, or wealth management audiences.
• FINRA Series 7 and 63 licenses.

Culture & Benefits

• Office spaces in Culver City, San Francisco, and Dallas designed for collaboration and productivity.
• Equity, competitive pay, premium healthcare, dental, and vision insurance.
• 401(k) savings plan with a 4% match and immediate vesting.
• 16 weeks of paid parental leave after one year of employment.
• Professional development opportunities, employee mobility program, and annual learning and development budget.
• One-month work-from-anywhere policy, with exceptions for a few countries, plus additional employee and financial guidance programs.