Sales Development Representative – SDR/BDR

Tax Brilliance Advisors

Sales Development Representative engaging leads for Tax Brilliance Advisors, a B2B tax and wealth management firm. Nurturing client relationships and transitioning into insurance sales role.

Posted 7/27/2026full-timeRemote • New Jersey • 🇺🇸 United StatesJuniorMid-Level💰 $48,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in B2B Sales and Account Development, with a strong focus on client engagement, consultative selling, and effective communication. Proficient in utilizing CRM tools to track client interactions and support sales processes.

Highest-signal resume keywords

B2B Sales ExperienceConsultative SellingSalesforce ProficiencyProfessional Communication SkillsTime Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

B2B SalesAccount DevelopmentConsultative MeetingsInsurance SalesClient Engagement

Soft Skills

Professional CommunicationSelf-RelianceCompetitivenessTime PrioritizationAdaptability

Tools & Technologies

SalesforceLinkedInGoogle SuiteCRM Tools

Industry Keywords

Tax PlanningInsurance PresentationsClient RetentionNetworking Events

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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