Sales Development Representative (Remote)

Company Description

Kapitalwise provides a unified client acquisition and retention platform designed to empower financial advisors. Our AI-enabled platform delivers pre-qualified and pre-vetted investor leads, helping advisors achieve predictable and measurable marketing ROI.

With tools such as the Engagement Builder, advisors can automate marketing campaigns, extract actionable insights from internal data, and streamline sales workflows. Kapitalwise also provides access to 5,000+ financial blogs, calculators, and email templates, simplifying financial marketing and client education.

Role Description

This is a remote, contract role for a Sales Development Representative (SDR). The SDR will be responsible for generating qualified leads through proactive outreach, supporting the sales team in identifying new business opportunities, nurturing prospect relationships, and contributing to pipeline growt...