Advisor Consultant
Own top-of-funnel outreach to RIAs, executing 40-60 daily touches to qualify prospects and book meetings for Flock's 721 exchange product. Requires 1-4 years high-activity financial services sales experience.
Outside Sales Representative
Outside Sales Rep captures and qualifies leads at trade shows and conferences, books meetings for AEs, maintains CRM hygiene, and travels frequently for events. Requires 2-5 years field sales/SDR experience in SaaS/tech, strong communication, and self-starter mindset.
110k – 140kLas Vegas, NVOrlando, FLChicago, ILSales DevelopmentRemote2+ YOE
About the role
What You’ll Do
- Capture & Qualify Leads: Approach prospected leads at trade shows and conferences.
- Own First Touch: Be the first point of contact for potential customers, understanding their pain points and clearly articulating how Popl can help
- Drive Pipeline: Book qualified meetings for our Account Executives and help fuel our revenue engine
- Travel for Events: Attend multiple industry trade shows and conferences every month
- CRM Hygiene: Keep CRM & outreach tools organized and updated with accurate contact and opportunity data
- Collaborate: Work closely with our sales, marketing, and product teams to continuously improve messaging and process
- Coach & train: Share best practices and help train other team members on sales tactics.
What We’re Looking For
- 2-5 years in a field sales, field marketing or SDR/BDR role (preferably in SaaS or tech)
- Located in a city with a major airport for easy travel across the country
- Strong communication and interpersonal skills both written and verbal
- Comfortable with outbound outreach and creative prospecting
- Self-starter mindset: coachable, organized, and eager to grow
- Familiarity with enterprise-grade CRM & marketing automation platforms
Nice to Haves
- Experience working in event marketing, field sales, or at conferences
- Based in a major metropolitan area with a high concentration of conferences and large-scale events (e.g., Chicago, Las Vegas, Orlando) and willing to attend 5-8 conferences per month in your local metro area
Skills
CRMSalesforceHubSpotOutbound SalesLead QualificationPipeline ManagementEvent MarketingTrade ShowsConferencesProspecting
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