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Sales Development Representative - FinTech

SF Bay Area - San Francisco Full Time

Founded in 2013, ForUsAll is a modern 401(k) advisor with a mission to fix retirement plans for millions of small and medium sized businesses.At ForUsAll, we believe that every employee should have access to a high quality, low-cost 401(k) and that every employer should be able to focus on their business, not 401(k) plan administration. So with a little technology, behavioral science, and innovative product design, we’ve launched a turnkey 401(k) that is:• Effective - Over 90% participation and over 10% savings rates• Frugal - All-in employee fees are about 0.52%• Easy - Allows employers to delegate virtually all plan administrative functions, integrating with over 30 cloud-based payroll providersForUsAll is backed by prominent venture capital and financial technology veterans who share our mission of bringing retirement services to small and mid-sized companies.

Job Description

ForUsAll is the place and Sales Development Rep is the role to launch your sales career. You will be with a team of highly motivated, funny, educated, and dedicated CoCreators who are responsible for driving the top of the sales funnel. What does that mean? It means you are the front line who first talks to potential clients, helps them understand the value of our 401k solution, and gets them motivated to talk with our experienced Account Executives who close the deal.


  • Stay intense and motivated to complete 100-120 calls per day.
  • Quickly learn what works and what doesn’t when engaging with potential clients in a cold call environment.
  • Adapt to ensure your rate of connecting with potential clients and setting a meeting with the Account Executive continues to increase.
  • Keep positive even during the days when it feels like no one is answering the phone or is just hanging up (positivity is contagious and helps the entire team!).
  • Listen and learn from every other role and department - we are series B which means you will have huge visibility into the inner workings of ForUsAll.
  • Care about our mission...we are actually helping the small and medium sized businesses compete for talent and we are helping their employees save for their future. You should take pride in this and it will show through on your calls.


  • Bachelor's degree
  • Clear communication ability on the phone.
  • Deep desire to learn and grow as a sales professional
  • Ability to stay calm, consistent, and reliable in a high intensity environment