Sales Development Representative

Job Description

Location: This is a fully remote position in Brazil only

Employment Type: We’re looking for a full-time contractor

About Holistiplan

Since its launch in July 2019, Holistiplan has been on a mission to empower advisors and CPAs to

deliver richer financial planning for more clients. Now trusted by over 10,000 firms across the country,

Holistiplan is an award-winning planning and insights tool that has been voted the #1 tax planning tool

in the 2021,2022, and 2023 Kitces Report Studies and the #1 tax planning software for 5 consecutive

years in the T3/Inside Software Surveys. Holistiplan provides instant document review, summarization,

and planning insights for key financial documents like tax returns, estate plans, and insurance

documents. Learn more at www.holistiplan.com.

The Opportunity

We are seeking a high-energy, motivated Sales Development Representative to join our

foundational SDR team. Reporting directly to the Director of Sales, you will play a critical role in

our growth engine.

As a remote contractor based in Brazil, you will be the first point of contact for financial advisors

across the U.S. Organization, attention to detail, listening skills, and time management will be

critical. This is a "ground-floor" opportunity with significant upward mobility as we continue to scale

our sales organization.

Who You Are

● A Master Communicator: You possess near-native English proficiency (written and

verbal) and can confidently navigate conversations with high-level professionals.

● Relationship-Driven: You don’t just "call leads"—you build rapport and spark genuine

interest.

● A Lifelong Learner: You have a curious mind and an interest in mastering the intersection

of tax planning and Fintech.

● Disciplined & Autonomous: You thrive in a remote environment, managing your time and

pipeline with clinical precision.

Key Responsibilities

● Outbound Excellence: Proactively reach out to prospective clients via phone, email, and

social channels to qualify leads and build a robust sales pipeline.

● Strategic Growth: Contribute to lead generation strategies, metrics tracking, and pipeline

management.

● Tech Stack Mastery: Become an expert in our CRM and sales tools, providing feedback to

help optimize our operations.

● Team Synergy: Work closely with the revenue team to ensure a seamless handoff of

qualified opportunities to Account Executives.

● Product Expertise: Gain a deep understanding of Holistiplan’s features to effectively

articulate our value proposition to advisors.

● Achieve Quota: Hit or exceed monthly quotas as a competitive team player who thrives in

a quota based atmosphere.

Qualifications

● Experience: 2+ years of experience in Sales, Business Development, or Fintech

(preferred).

● Skills: Exceptional listening skills, attention to detail, and a "hunter" mindset.

● Language: Fluency in English is required.

● Environment: Comfortable working in a fast-paced, high-growth US startup culture.

Perks & Compensation

● Competitive USD-pegged Compensation: Competitive pay structured for a self-

employed (contractor) engagement.

● Flexibility: 100% remote work from anywhere in Brazil.

● Health & Wellness: Monthly stipend/reimbursement for wellness related expenses.

● Global Connection: Join us for our annual all-company offsite at a rotating location in

the United States.

Ready to help us shape the future of financial planning? Send your resume to [email protected]