Sales Development Representative – SDR/BDR

Job not on LinkedIn

🕒 July 27

🏖️ New Jersey – Remote

🏖️ New Jersey – Remote

💵 $48k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💵 Sales Development (SDR)

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Tax Brilliance Advisors

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2017

💼 Consulting

💸 Finance

Consulting • Finance

Tax Brilliance Advisors is a tax advisory firm that provides tax planning, compliance, and consulting services. The company name indicates a focus on helping individuals and businesses optimize tax positions, prepare tax returns, and navigate tax regulations; services likely include tax strategy, compliance support, and advisory work for financial and regulatory matters.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ 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