Note: The job is a remote job and is open to candidates in USA. Catalyze Growth Partners builds client acquisition systems for independent financial advisors and RIAs across the United States. They are seeking a Sales Development Representative to book qualified meetings with financial advisors and wealth management firms through high-volume outbound outreach and disciplined follow-up.
Responsibilities
- Execute 80–120+ touches per day (calls, emails, texts, LinkedIn) using our cadences
- Call and follow up with RIAs and advisors who opt in or match our ICP
- Qualify prospects using a clear checklist (AUM, role, fit, intent)
- Book meetings on the calendar and drive show rate with proper reminders and follow-up
- Keep the CRM and pipelines clean, updated, and easy to understand
- Hit and exceed monthly targets for Qualified Shows
Skills
- 1–3 years in SDR / BDR / appointment setting or clear proof you can hit volume (screenshots, logs, etc.)
- Comfortable with 80–120+ touches/day and hearing “no” a lot
- Clear, professional communication style (our audience is fiduciary advisors, not consumers)
- Coachable, process‑driven, and willing to role‑play and be critiqued
- Based in the US (or able to work US business hours)
- Experience booking for agencies, B2B services, or financial services
- Familiarity with CRM tools (GoHighLevel, HubSpot, etc.)
- LinkedIn / social outbound experience
Benefits
- Variable: paid per Qualified Show (attended + ICP‑fit), with accelerators for exceeding quota
- OTE: $60,000–$70,000+ in year one when hitting targets (uncapped upside)
Company Overview
We build customized client acquisition systems to help businesses grow without hiring additional staff It was founded in 2022, and is headquartered in , with a workforce of 2-10 employees. Its website is .
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