Sales Development Representative
Job Description
Pay: Base Salary of $50,000 with monthly variable compensation
Location: This is a fully remote position in the US only
Who We Are
Since its launch in July 2019, Holistiplan has been on a mission to empower advisors and CPAs to deliver richer financial planning for more clients. Now trusted by over 8,000 firms across the country, Holistiplan is an award-winning planning and insights tool that has been voted the #1 tax planning tool in the 2021,2022, 2023, 2024, and 2025 T3/Inside Information Software Surveys and Kitces Report. Holistiplan provides instant document review, summarization, and planning insights for key financial documents like tax returns, estate plans, and insurance documents. Learn more at www.holistiplan.com.
Who We’re Looking For
We need a high energy and motivated Sales Development Representative to add to our fun, positive, and hard working team. We are looking for a team player who will use their communication skills and exceptional ability to connect with people to help us start long lasting relationships with financial advisors across the country. This person will report directly to our Director of Sales and be on the foundational SDR team, presenting strong upward mobility in your career.
If you have a background in sales, support, or fintech, and are an excellent verbal and written communicator, this might be the job for you. Organization, attention to detail, listening skills, and time management will be critical. The ideal candidate will be a lifelong learner with an interest in becoming knowledgeable and proficient in our industry niche.
Key Tasks & Responsibilities:
- Working through various lead and prospect lists to contact and qualify as efficiently as possible, contributing to the overall success of the Sales team
- You will proactively reach out to prospective clients to build interest in Holistiplan
- Lead generation, development, strategy, metrics, and pipeline management
- Play a crucial role in identifying and nurturing new opportunities for the company
- Strong ability to adapt, and master contact management
- Become proficient with our tech stack, offering input along the way to help us improve our operations
- Achieve and exceed monthly quotas
- Ability to work independently and as part of a team
- Build and maintain strong relationships within the revenue team
- Knowledge of Holistiplan, our solution, and how to effectively explain features and benefits
Benefits:
- Competitive Compensation
- 401(k) matching
- Health insurance (Medical/Dental)
- Unlimited PTO with a team that uses and encourages time off
- Schedule: Monday to Friday
- Education: Bachelor’s (Preferred)
- Experience: 2 years of sales experience (Preferred)
- Work Location: Remote
To apply, please send your resume to jobs@holistiplan.com.
