Job Description

Job Description

Company Description

At AdvizorPro, we're revolutionizing the financial services ecosystem with our cutting-edge B2B contact and company information platform—powered by advanced AI and proprietary data processing. As an INC 5000 leader, we help asset managers, SaaS companies, insurance carriers, and recruiters tap into tens of millions of data points on financial advisors, family offices, and insurance producers. Our AI-driven engine structures unstructured data from SEC filings, advisor websites, 13Fs, and more—turning raw information into actionable intelligence. Backed by a passionate, fast-moving team, we combine startup energy with a culture of innovation, growth, and fun.

Role Description

Ready to kickstart your sales career in a high-growth startup? We're looking for a driven BDR to lead prospecting initiatives to the private wealth community! You'll collaborate with our rockstar account executives, management, and marketing team to:

• Qualify leads and crush your targets
• Connect with prospects through calls, emails, and LinkedIn
• Book meetings and demos with our AE team (and join the fun!)
• Build relationships at conferences, networking events, and industry award ceremonies
• Show off your knowledge of our solution and make recommendations like a pro!
• Communicate effectively with C-suite executives and key decision-makers

Qualifications

• Business Development skills (or a passion to learn!)
• Excellent communication and interpersonal skills (we love team players!)
• Ability to thrive in a fast-paced, dynamic environment (we move fast!)
• SaaS or financial services experience (a plus, but not required)
• Bachelor's degree in Business, Sales, Marketing, or equivalent experience

Benefits - We've Got You Covered!

• Health, dental, and vision insurance
• Life insurance
• 401(k) with company match
• Competitive compensation (base, commission, annual bonus)
• Career-growth opportunities (we promote from within!)
• Generous PTO plan
• WFH Fridays (work from home in your PJs!)
• Year-round "Summer Fridays" (our office closes at 3 pm every Friday!)
• Regular team events (we love to celebrate!)

Diversity, Equity, and Inclusion

At AdvizorPro, we're committed to equal employment opportunities and prohibit discrimination and harassment of any kind. Join our inclusive team and help us shape the future of fintech!

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