`B2B SaaS Sales Rep — Fintech/RIA Market | Commission + Retainer`

Posted 5 days ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

Pirate Global Options Inc. (PGO) is seeking a high-caliber B2B sales professional to drive adoption of Rebalancer Pro — an institutional-grade, white-label portfolio rebalancing platform built for Registered Investment Advisors (RIAs). This is not a role for generalist sales reps. You must already understand how RIAs operate — fiduciary standards, compliance considerations, custodian relationships, AUM-based fee structures, and how advisors evaluate technology vendors. Wholesaler backgrounds, fintech SaaS rep experience, or prior work with Schwab Advisor Services, Fidelity Institutional, or similar platforms are strong signals. What you'll do: - Execute targeted outreach to RIA decision-makers in the D.C./Northern Virginia/Maryland market - Qualify prospects, conduct discovery calls, and move deals through the pipeline - Represent PGO with the credibility and precision institutional buyers expect What we're looking for: - Demonstrated B2B closes in financial services or fintech - Ability to sell to sophisticated, compliance-minded buyers without leaning on relationship warm-up - Self-directed with clean communication — no hand-holding Compensation: Retainer + commission. Structured for performance. To apply: Walk us through a complex B2B deal you closed with a skeptical financial services buyer. Specifics only.

  • $1,000.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
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Skills and Expertise
Mandatory skills
Cold Calling
Sales
Outbound Sales
Activity on this job
  • Proposals:Less than 5
  • Last viewed by client:5 days ago
  • Interviewing:
    2
  • Invites sent:
    3
  • Unanswered invites:
    0
About the client
Member since Feb 6, 2019
  • United States
    Seattle10:44 AM
  • $538 total spent
    3 hires, 1 active
  • 4 hours
  • Individual client

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