Sales Development Representative (SDR)

As an SDR in the Acquisition team, you will be responsible for engaging Marketing Qualified Leads (MQLs) and moving them toward a booked consultation with the right financial expert. This role blends structured prospecting, consultative discovery at a high level, objection handling, and disciplined follow-up, and is designed as a launchpad into client-facing advisory roles over time. You will own the first conversation and early funnel movement, ensuring prospects are engaged, qualified for fit…