BDR/SDR Applicant (Remote, USA)

Madison Partners is a fast-growing, tech-forward wealth management firm built for today’s investor. We combine modern planning tools, progressive marketing tactics, and a client-first service model that helps advisors spend more time with people and less time chasing tasks.

We’re expanding and looking for experienced Wealth Advisors who want to grow faster, work smarter, and build long-term client relationships with strong operational and lead-generation support.

What Makes This Role Different

• You’ll work for a growing RIA with strong marketing, technology, and advisor support.
• No cap on commission with accelerators available.
• You’ll have a defined daily process, clear expectations, and coaching to help you improve.
• You’ll get exposure to the wealth management industry and learn how high-quality advisory firms grow.

What You’ll Do

• Complete outbound tasks to prospective clients who may be a fit for financial planning, retirement planning, investment management, tax planning, estate planning, or related services.
• Set qualified appointments for Madison Partners Wealth Advisors.
• Confirm meetings and help reduce no-shows through professional follow-up.
• Ask basic discovery questions to understand the prospect’s needs, timing, and fit.
• Maintain accurate notes and activity records in the CRM.
• Participate in call reviews, coaching sessions, and performance check-ins.

What We’re Looking For

• 2+ years of sales, appointment setting, recruiting, cold calling and general outbound experience.
• Strong phone presence and comfort making outbound calls.
• Ability to handle rejection without losing focus.
• Clear communication skills and a professional, trustworthy tone.
• Strong organization and follow-through.
• Comfort using CRM systems, calendars, email, and basic sales tools.
• Interest in wealth management, financial planning or professional services.
• Coachability and willingness to improve through call review and feedback.
• High attention to detail, especially around notes, scheduling and compliance.

Compensation

Base salary: $45,000

On-target earnings: $75,000

Fully remote

Benefits

Health insurance

Dental insurance

Vision insurance

401(k) matching

Paid time off