Job Details

Oak Harvest Financial Group is a rapidly growing independent RIA managing over $1.4 billion in assets under management. We are expanding and seeking a high-caliber Senior Sales Development Representative to drive qualified first appointments for our advisory team.This is not a closing role.This is not a junior call-center position.Your mission is to engage serious investors, qualify them intelligently, and book high-quality first meetings with our senior advisors.This role offers 100% remote flexibility. We are open to professionals who can operate effectively from anywhere, provided they bring discipline, accountability, and production.If you have experience in financial services, especially as a former Financial Advisor, and prefer building opportunity over servicing a book, this role is built for you.What You Will DoEngage inbound and outbound prospects professionally and confidentlyConduct structured discovery calls with pre-retirees and high-net-worth investorsAssess financial fit, asset levels, urgency, and alignmentClearly communicate our investment philosophy and planning approachBook qualified first appointments with senior advisorsEnsure prospects are prepared and committed to attendingMaintain disciplined CRM tracking and pipeline reportingYour responsibility ends when a well-qualified, confirmed prospect sits down with an advisor.What You Will Not DoYou will not close businessYou will not manage client relationshipsYou will not service accountsSenior advisors handle all closing and relationship management.Your role is to ensure their time is spent only with serious, qualified opportunities.Why Join Oak Harvest Financial GroupOak Harvest manages over $1.4 billion in AUM and is one of the fastest-growing independent RIAs in our market.We offer the scale and credibility of an established fiduciary firm combined with the momentum of a growth-focused organization.You will step into:A strong and expanding client baseA defined, disciplined investment philosophySenior advisors with proven close ratesScalable infrastructure built for sustained growthYou also gain the flexibility to work remotely within a performance-driven culture. We measure results, not desk time.Required Experience3+ years in financial servicesUnderstanding of retirement planning and wealth management is a plusProven ability to engage and qualify high-net-worth investorsExperience using CRM systems and managing pipeline metricsHow You Will Be MeasuredQualified appointments setAppointment show rateAsset-qualified opportunities deliveredAdvisor feedback on meeting qualityThis is a production role with clear accountability.Performance incentives tied to qualified, held appointmentsMeaningful upside for consistent high performance401(k) planLife insurance coverageLong-term growth opportunity within a scaling firmWe are building enterprise value, not just filling seats.If you understand financial services, value precision, and want to play a direct role in accelerating the growth of a $1.4B advisory firm, while maintaining remote flexibility and strong benefits, we want to hear from you.To apply, please submit:Your resumeA 1-minute video introduction recorded via Loom.com (free account is fine)In your video, briefly share:Your background in financial servicesWhy this role interests youWhy you believe you would succeed in generating qualified first appointmentsWe are looking for professionals who communicate clearly, think critically, and take initiative. The video is an opportunity to stand out.#J-18808-Ljbffr