We're building the AI Agent OS for Advisors. Financial advisors use Verlo to replace the patchwork of tools they hate. Our agents join their meetings, write their notes, update their CRM, and answer any question about any client instantly. Interest is growing faster than we can follow up on, and we need someone at the top of the funnel turning that interest into booked meetings.
As a Sales Development Representative at Verlo, you'll be the first conversation most advisors have with us. You'll run outbound, qualify inbound, and book demos for our Account Executives. You'll work closely with the AE team and report directly to the founder.
What you'll do
You'll prospect every day: building lists, researching advisors and firms, and writing outbound that earns replies. You'll run the first call to qualify fit and book qualified demos for the AE team. You'll own inbound leads from our waitlist and referrals, respond fast, and make sure no good lead goes cold. You'll keep your pipeline clean, test new messaging and sequences, and feed back what's landing so we keep sharpening the pitch. The goal is simple: a steady flow of qualified meetings the AEs can close.
What we're looking for
1–3+ years in an SDR, BDR, or outbound role at a B2B SaaS company. You've hit meeting or pipeline targets consistently
Comfortable with outbound. You can write cold email that gets a reply and pick up the phone without overthinking it
Discipline working remotely. You manage your own list, sequences, and follow-ups without anyone checking in on you
Strong written and verbal communication. You'll be drafting outreach, qualifying on calls, and recording Looms daily
Curiosity about the product and the market. You'll learn the workflows that matter to financial advisors and speak about them credibly
Resilient and coachable. You treat a no as information and iterate fast
Nice to have
Experience prospecting into financial advisors, RIAs, or wealth management firms
Familiarity with the wealthtech ecosystem (custodians, planning software, CRMs like Redtail or Wealthbox)
Experience with outbound tooling for sequencing, list-building, and enrichment
Background at an early-stage startup where you helped build the motion, not just follow it
You've used AI tools in your own workflow and get why this market is about to change
Benefits
Health and dental benefits
Unlimited vacation
Equity in the company
Verlo builds an AI Agent OS designed specifically for financial advisors. The platform replaces fragmented tool ecosystems by deploying AI agents that join client meetings, automatically write notes, update CRM systems, and provide instant answers to questions about any client. The company is experiencing rapid growth in interest from financial advisors and wealth management firms seeking to streamline their workflows and improve efficiency.
