Inbound Sales Development Representative
Insight Global, San Francisco, CA, United States
Job Description
As an Inbound Sales Development Representative, you will serve as the first point of contact for inbound prospects, primarily financial advisors and decision‑makers across RIAs and broker‑dealer organizations. On a daily basis, you’ll manage and prioritize multiple inbound leads, respond promptly to new inquiries, and conduct thoughtful discovery conversations to assess fit, uncover pain points, and understand firm structure, advisor workflows, and existing technology. You’ll confidently educate prospects on the company’s AI assistant designed for compliance‑driven financial environments, while maintaining a professional, consultative communication style. Your role will require strong organization and attention to detail as you document conversations, maintain accurate CRM notes, and ensure high‑quality handoffs to Account Executives. You’ll work closely with AEs to align on qualification standards and meeting readiness, continuously refining your discovery approach based on feedback, performance insights, and evolving processes within a fast‑paced startup environment.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex, sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.
Skills and Requirements
1+ year of relevant sales experience (SDR, BDR, inside sales, or similar client‑facing role)
Strong question‑asking and discovery skills — able to dig into firm structure, workflows, advisor processes, tech stack, and pain points with clients
Strong customer-facing, professional communication style
Strong written and verbal communication skills across phone, email, and scheduling tools
Excellent organization and time‑management skills with the ability to manage multiple inbound leads simultaneously
Growth mindset with eagerness to learn, receive feedback, and continuously improve
Self‑starter who thrives in ambiguity and takes ownership without waiting for direction
Comfortable working in a fast‑paced startup environment with evolving processes and metrics
SaaS sales experience (preferred but not required)
Exposure to fintech, financial services, or other regulated industries
Experience qualifying or supporting financial advisors, RIAs, or broker‑dealer clients
Local to Denver, CO and open to occasional onsite collaboration
#J-18808-Ljbffr
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex, sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.
Skills and Requirements
1+ year of relevant sales experience (SDR, BDR, inside sales, or similar client‑facing role)
Strong question‑asking and discovery skills — able to dig into firm structure, workflows, advisor processes, tech stack, and pain points with clients
Strong customer-facing, professional communication style
Strong written and verbal communication skills across phone, email, and scheduling tools
Excellent organization and time‑management skills with the ability to manage multiple inbound leads simultaneously
Growth mindset with eagerness to learn, receive feedback, and continuously improve
Self‑starter who thrives in ambiguity and takes ownership without waiting for direction
Comfortable working in a fast‑paced startup environment with evolving processes and metrics
SaaS sales experience (preferred but not required)
Exposure to fintech, financial services, or other regulated industries
Experience qualifying or supporting financial advisors, RIAs, or broker‑dealer clients
Local to Denver, CO and open to occasional onsite collaboration
#J-18808-Ljbffr