Sales Representative

Sales Development Representative (SDR) — RebalancerPro
RebalancerPro is portfolio rebalancing software for fee-only RIAs and IARs. We're custodian-agnostic, priced transparently at $350/month, and we recently shipped an AI agent that writes the plain-English rationale behind every rebalance — something none of the incumbents do.
We're a small team at Pirate Global Options Inc. The founder has been running sales himself. This role exists because that no longer scales.
What you'll do
Run outbound to fee-only RIAs using our existing list of 4,000+ firms, via Apollo, email, phone, and LinkedIn
Book qualified demos for the founder — your job is the meeting, not the close
Research advisory firms before you reach out: AUM, custodian, current tech stack, what they'd be switching from
Log everything cleanly and tell us honestly what messaging is landing and what isn't
Represent us at advisor-network touchpoints (XYPN, NAPFA)
What we're looking for
1+ year of outbound SDR experience, or a track record that shows you can handle sustained rejection and keep dialing
Sharp written English — you'll be judged on a cold email you draft during the interview
Genuine curiosity about how independent advisors run their practices
Comfort working with minimal supervision in an early-stage environment
What we're not looking for
Securities licenses. You're selling software, not securities. No Series 7 or 65 required.
A CFP or CFA. Overqualified for this seat.
We do ask that you pass the SIE exam within 60 days of starting so you're fluent in the vocabulary. We reimburse the fee.
Compensation
Base: $45,000–$55,000
Commission on booked-and-held demos plus closed business; OTE approximately $65,000–$75,000
Flexible working hours
Remote US and other selected nations
How to apply
Send a resume and a short cold email — under 150 words — that you'd actually send to a fee-only RIA with $200M AUM who currently rebalances in Excel. The email matters more to us than the resume.