Verlo is building the operating system for financial advisors.
We're helping advisory firms replace fragmented software and manual processes with one AI-powered platform that simplifies how they run their business.
About the Role
We're looking for an ambitious Business Development Representative to generate conversations with financial advisors and fill our sales pipeline.
You'll identify prospective firms, reach out through phone, email, LinkedIn, and other creative channels, qualify opportunities, and schedule meetings for our Account Executives.
This is a role for someone who enjoys talking to people, learning quickly, and improving every week.
What You'll Do
Prospect financial advisory firms
Execute outbound email, phone, and LinkedIn campaigns
Qualify inbound and outbound leads
Book qualified demos
Research target accounts
Maintain accurate CRM records
Experiment with new outbound strategies
Work closely with Marketing and Sales
Continuously improve messaging and outreach
What We're Looking For
Strong communication skills
High energy and resilience
Coachability
Competitive mindset
Excellent organization
Comfortable making cold calls
Self-motivated and goal-oriented
Bonus Points
SaaS sales experience
CRM experience
Startup experience
Financial services knowledge
Why Verlo?
Learn modern B2B SaaS sales
Work directly with experienced founders
Fast career progression into Account Executive
Competitive salary plus uncapped commission