Sales Development Representative- SDR/BDR

Do You Love To? Push Yourself Harder Than Everyone Else? Work With Some Seriously Talented & NEW ECONOMY Team Members! Have A Massive Impact On A Fast-Growing Company Consistently grow into your potential both personally and professionally. Be given massive responsibility but ALSO massive freedom Be appreciated for constantly going above and beyond and being a rockstar Be part of a tight-knit high-performing team of like-minded people that push you to be your best. If you’re yelling at your computer screen, “That’s ME!” — keep reading… WHO WE ARE We are Tax Brilliance Advisors , a B2B tax and wealth management firm based in New Jersey on a mission to help small business owners save money on taxes and grow their wealth. Most individuals and businesses are overpaying in taxes due to returns that don’t reflect their true facts & circumstances. We help clients make smarter decisions, implement advanced strategies, and keep more of their money. At Tax Brilliance, we’re not just hiring — we’re building a movement. We believe in hard work, innovation, transparency, direct feedback, and work-life harmony. Every single thing you do here directly impacts our clients, their families, and their futures. We’re looking for an experienced Sales Development Representative (SDR) to join our growing remote team. You’ll play a crucial role in engaging leads, nurturing client relationships, and setting the stage for both tax planning and insurance solutions. Over time, you’ll transition into a licensed closer role where you’ll handle insurance sales directly. What You’ll Do Engage with new leads and follow up on outstanding engagement agreements Conduct consultative meetings (phone, Zoom, or in-person) to uncover client needs Schedule and prepare client meetings for tax planning and insurance presentations Track client progress, ensure quarterly check-ins, and support retention Maintain accurate CRM notes and communication logs Attend networking or business events to represent the firm Transition into closing insurance sales directly once licensed What You Need to Get the Job Done 2+ years of B2B sales or account development experience Strong professional communication skills (verbal, written, and presentation) Experience with Salesforce, LinkedIn, Google Suite, or similar CRM/sales tools Ability to manage multiple requests and prioritize time effectively Self-reliant, competitive, and driven to meet/exceed targets Comfortable selling in hybrid environments (direct + virtual) Bachelor’s degree in Business, Sales, or Marketing preferred Compensation and Career Growth We reward performance with stability + upside. Phase 1 – Sales Development Rep- BDR Base Salary: $48,000 annually ($4,000/month) Quarterly Bonus: $3,000 for hitting 90%+ of KPIs On-Target Earnings (OTE): $90K–$95K annually Phase 2 – Account Executive Base Salary: $55,000 annually Quarterly Bonus: $4,000 for hitting sales + KPI targets On-Target Earnings (OTE): $110K–$125K annually Perks & Benefits 100% Remote / Work-from-anywhere PTO Package 401(k) Plan with company contributions 100% Paid Health Insurance Paid Parental Leave Awesome co-workers in a collaborative, high-energy culture