B2B Sales Development Representative — Financial Technology

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TYPE OF WORK

Full Time

SALARY

$750/mth + Commission, more base for top

HOURS PER WEEK

40

DATE UPDATED

Sep 5, 2026

JOB OVERVIEW

Legacy Buddy is building a consumer financial wellness and professional marketplace platform focused on generational wealth, estate readiness, financial preparedness and access to professional services.
We are looking for a highly motivated Sales Development Representative to help introduce Legacy Buddy to financial advisors and wealth-management firms across the United States.
Your Role
Your primary responsibility is simple:
Identify qualified financial professionals, reach them by phone and email, create interest in Legacy Buddy, and schedule qualified demonstrations with our Account Executive.
You will:
• Make high-volume outbound calls to financial advisors and wealth-management firms
• Conduct email follow-up
• Identify the appropriate decision-maker
• Deliver a concise Legacy Buddy introduction
• Ask basic qualification questions
• Schedule qualified demonstrations
• Maintain accurate CRM notes
• Follow a defined outreach cadence
• Participate in call coaching and weekly performance reviews
You are not responsible for running product demonstrations or negotiating contracts.
Ideal Candidate
• Previous B2B cold-calling or appointment-setting experience
• Excellent spoken and written English
• Comfortable making 75–100+ outbound calls per day
• Strong communication skills
• Experience using a CRM
• Organized and dependable
• Comfortable being measured against clear performance goals
• Coachable and willing to follow a defined sales process
Experience selling SaaS, fintech, financial services or professional services is helpful but not required.
Compensation
Hourly base compensation plus performance incentives based on qualified demonstrations that are attended and accounts that become paying customers.
This is initially a performance-driven contract position with the opportunity to grow as Legacy Buddy's professional platform expands.
When applying, please include:
1. A short description of your outbound sales experience
2. Average number of calls you previously made per day
3. Your average meetings booked per month
4. A 60-second voice recording introducing yourself
5. CRM and dialer platforms you have used

SKILL REQUIREMENT
Outbound Sales Account Acquisition
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