younghustler860

Financial Advisor

What’s the best companies to reach out to for SDR / BDR roles for a career changer looking for solid base comp and decent OTE (financial advisor made 120k last year 3 years hit quota every year cold calling running the sales process so I think I have relevant AE skills but I get taking a step down since I have no SAAS sales skills. (However I have 1.5 years of IT recruiting experience where I also crushed quota and learned a bit about IT broadly) Thanks

🎯 Career Development

💰 Compensation

🎙 Interviews/Podcasts

20 comments

Sort by:

SaaSguy

Tycoon

Account Executive

Don't go down to an SDR because you are jumping into SaaS, it's a huge mistake. SaaS isn't inherently more challenging or different than what you've been doing. Don't do your self a disservice after hitting quota for 3 years, apply for the AE role, even if SMB.

Sunbunny31

Politicker

Sr Sales Executive 🐰

^^ this. You don't want to take a step backwards, even though you're changing industries.

UghHereWeGo

Member

Uber Eats Driver

Agreed. I used to work in financial services and then went into tech. Most recruiters and hiring managers are oblivious to financial services.

Many people don’t think selling financial services is relevant and think tech is special. Ironically, if you look at tech sales today, it’s starting to resemble what financial services figured out decades ago.

I did SDR work and it stunted my career. You’ll probably hear that you “have to do your time” as an SDR to get back to where you were. I literally had a recruiter call me a slave lol

maverickmission

Opinionated

SDR @ HCM company

I just made this mistake and its set me back a year at least. F@#$

Oh, and the 'we'll promote you in a few months' turned into my boss quitting, VP fired, 12 Account Managers fired, and "sorry, we're in a hiring freeze for sales roles"

@younghustler860

TennisandSales

Politicker

Head Of Sales

1. this is the longest title ever 😂
2. I was a financial advisor for 5 years. I wrote a post about how i got into Saas check my profile if you'd like.
3. look at the software you use currently. go to them first.

Sunbunny31

Politicker

Sr Sales Executive 🐰

Longest run on sentence title ever.

CuriousFox

WR Officer

🦊

Check out the jobs tab.

SADNESSLieutenant

Politicker

Officer of ♥️

You can definetly make it as an AE from the jump and have enough experience from it, outbound sales managers, use repvue.com/glassdoor, and you will be well on your way, outbound other ae's too on linkedin for intro's and rec's - check out my post on getting hired too

https://bravado.co/war-room/posts/how-to-go-from-jobless-to-offer-in-4-days-update-on-job-hunt-1-offer-2-next-stage-3-in-1st-stage-lfg

jefe

Arsonist

🍁

Definitely don't move to SDR, shouldn't be a need to do so.

Check out Bravado Jobs and RepVue.

younghustler860

Contributor

Financial Advisor

Any companies I should target?

SADNESSLieutenant

Politicker

Officer of ♥️

Okta, 6 sense, captivateIQ, Salesforce

Ashing

Opinionated

Senior Account Executive

just the facts, love the reply.

antiASKHOLE

Tycoon

Bravado's Resident Asshole

As far as companies are concerned, do some research based on what you are looking for. There are a ton of tools and resources you can find through the search bar or the academy tab. It really is something that you need to narrow down yourself.

DungeonsNDemos

Big Shot

Rolling 20's all day

Don't take a step down. Sales is all about being able to be diligent and run a process. Demonstrate that in your interviews and I'd say you have a higher chance of breaking into saas.

YoursTruly

Politicker

Account Executive (SaaS)

SaaS experience is over stated. I was a mortgage broker before moving to SaaS. A guy on my team who is crushing it came from printer sales. I worked with a gal who came from pharma sales. If you can show you know how to break down an account list, run discovery, and have thw personality that vibes with their team then you’ll be well in your way

jamesmcguinness

Director of Sales

I have hired plenty of SDR's with no sales experience (and by the way financial advisor and IT recruitment are both sales roles) so I would apply to many roles as possible. My advice as a hiring manager, stand out as to what your previous experience taught you to succeed in this role.

I would also go down technology in your space, I worked for YCharts for example and we sold to financial advisors so companies like that are great.

Also - stand out from the crowd in interview process, thank you notes go a long way.

astudd622

Good Citizen

Mobile Strategy & Growth

Honestly, I’d agree with avoiding the SDR route unless it’s at Branch.io. Multiple thought leaders & a couple top performing AE’s made the switch to Branch as an SDR after years in finance and other industries. Branch be different.

Armageddon

Opinionated

Enterprise Account Executive

Late to the party here, but I hope you went right for AE? The whole, must come from SaaS background to get an AE mentality is dumb, and a lot of hiring managers will look beyond that one data point

Maximas

Tycoon

Senior Sales Executive

Longest Sentence Title:)Try toCheck out the jobs tab.

kelvin26

Fire Starter

administrative manager

Invest and earn weekly by staking bitcoin assets with timebrook investment. Take your time to verify their credibility before investing
https://timebrookinvestment.com/u/sign_up?r=kryptotitan

https://t.me/+L_3GDbXlz904MDg0