Sales Development Representative

Location

Worldwide

Posted

4 days ago

Salary

$90K - $125K / year

Seniority

Mid Level

No structured requirement data.

Job Description

Sales Development Representative

Tax Brilliance Advisors

Role Description We’re looking for an experienced Sales Development Representative (SDR) to join our growing remote team. You’ll play a crucial role in engaging leads, nurturing client relationships, and setting the stage for both tax planning and insurance solutions. Over time, you’ll transition into a licensed closer role where you’ll handle insurance sales directly. - Engage with new leads and follow up on outstanding engagement agreements - Conduct consultative meetings (phone, Zoom, or in-person) to uncover client needs - Schedule and prepare client meetings for tax planning and insurance presentations - Track client progress, ensure quarterly check-ins, and support retention - Maintain accurate CRM notes and communication logs - Attend networking or business events to represent the firm - Transition into closing insurance sales directly once licensed Qualifications - 2+ years of B2B sales or account development experience - Strong professional communication skills (verbal, written, and presentation) - Experience with Salesforce, LinkedIn, Google Suite, or similar CRM/sales tools - Ability to manage multiple requests and prioritize time effectively - Self-reliant, competitive, and driven to meet/exceed targets - Comfortable selling in hybrid environments (direct + virtual) - Bachelor’s degree in Business, Sales, or Marketing preferred Requirements - Base Salary: $48,000 annually ($4,000/month) - Quarterly Bonus: $3,000 for hitting 90%+ of KPIs - On-Target Earnings (OTE): $90K–$95K annually - Phase 2 – Account Executive - Base Salary: $55,000 annually - Quarterly Bonus: $4,000 for hitting sales + KPI targets - On-Target Earnings (OTE): $110K–$125K annually Benefits - 100% Remote / Work-from-anywhere - PTO Package - 401(k) Plan with company contributions - 100% Paid Health Insurance - Paid Parental Leave - Awesome co-workers in a collaborative, high-energy culture

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