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Sales Development Representative

Posted on Sept. 25, 2025

  • Shelton, United States of America
  • 51000.0 - 55000.0 USD (yearly)
  • Full Time

Sales Development Representative

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RightCapital - Join one of Connecticut's Top Ten Tech Startups!
RightCapital is an innovative financial tech startup providing a cutting edge holistic financial planning software. We were recently voted by The Daily Finance as one of Connecticut's Best Fintech companies! We started as a group of entrepreneurs working from a garage in Connecticut to now having the 3rd largest financial planning technology company in the US. We have seen tremendous growth within this space, and have our eyes squarely set on growing this company to the best it can be as we help financial advisors add value to their clients! We are currently taking the financial planning marketplace by force as we expand into new sales channels. Join us, and help facilitate our growth!

Sales Development Representative - Come be an integral part in our Sales process!
The SDR team is a melting pot of minds and ideas. We are extremely innovative and collaborative as we each find ways to help each other succeed. If you are looking for a team-based environment that becomes your second family, that is RightCapital. As a company, we pride ourselves on promoting internally and have developed a clear training path that leads to advancement not only within the Sales Development Team but in all facets within the company. Each day truly is a new day filled with opportunity for both personal and professional growth! You will learn from the best in the industry and acquire important foundational skills that will help you to build a stronger career down the road. This is a fantastic opportunity for a motivated person to learn and grow.

We have a detailed training and onboarding process that will teach you how to excel as a Sales Development Representative at RightCapital. If you want to get into a sales career and believe that your effort and attitude determine your ability to succeed, then this is the place for you!
Breakdown of Sales Development Representative Role

  • Leverage SalesForce to assess current pipeline of advisors
  • Manage a pipeline of leads, which consist of a balanced mix of warm leads generated from marketing and outbound cold calls
  • Book on average 2 sales demonstrations each day for Sales Associates
  • Collaborate with SDR Team Lead, Senior Sales Manager, and VP of Sales during recurring brain storming sessions to enhance our sales playbooks

Skills Needed to Excel at this Role

  • Growth Mindset – Must have a ‘can do' attitude and believe challenges help you grow
  • Hustle – Must be willing work hard each day
  • Communication Skills – Must have excellent verbal and written communication skills
  • Team Player – Must actively contribute to the SDR team objectives, while collaborating with your teammates to improve the sales process
  • Problem Solving – Must be able to identify the full scope of the challenge and work toward finding an effective solution

Qualifications

  • 1+ years of experience in a client facing/sales role preferred, interest in Saas sales required
  • Associate's or Bachelor's Degree (in fields such as Business Administration, Finance, Economics, Sports Management, Communications, Marketing, Public Relations, Liberal Arts, Psychology, Social Studies, or related) preferred

Benefits

  • Salary + Commission
  • Overall Target Compensation: $51,000 - $55,000
  • Group medical health insurance – multiple options with generous subsidies
  • Vision and Dental group insurance
  • 401(k) Plan with 100% employer match up to 3%, then 50% employer match from 3-5%
  • Monthly bonus opportunities based on # of demos booked
  • $1,200 yearly wellness fund that allows employees to improve all aspects of their wellbeing
  • Free onsite gym membership
  • Free weekly team breakfast and lunch
  • Flexible vacation (no limit)
  • Casual dress code
  • Pet friendly office
  • Fun and social outings, including happy hours and team building events
  • Exciting growth opportunities and did we mention yet that we have a lot of fun!

Location

  • RightCapital's main office is in Shelton, CT
  • Hybrid: Two day required in office

RightCapital is an equal opportunity employer.

Job Type: Full-time

Pay: $51,000.00 - $55,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Paid time off
  • Referral program

Work Location: Hybrid remote in Shelton, CT 06484


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