Company: Advysor
Job Location: Remote (U.S.-based only)
Employment Type: Independent Contractor (1099)
Compensation: Commission-Based (Uncapped)

Company Overview

Advysor is a modern business advisory firm (CPA) providing outsourced accounting/bookkeeping, tax, finance/fractional CFO, payroll & HR services to growth-oriented companies from all different industries and revenue sizes ($500K to $25M range). We partner closely with business owners and leadership teams to deliver financial clarity, strategic insight, and scalable support beyond traditional accounting. We're based in Dallas, Texas; we've been in business for over 10 years and we're actively growing our teams and service offerings to always stay one-step ahead of the curve! We operate with a very modern, cloud-based tech stack - which is ideal for future Advysors looking for fully-remote options and flexibility.

Role Overview

Advysor is seeking experienced and motivated Sales Development Representatives (SDRs) to support outbound prospecting and appointment setting efforts on a freelance, 1099 basis.

This role is strictly focused on booking qualified discovery meetings. All discovery calls are conducted, worked, and closed by an experienced Senior Sales Manager. SDRs are not responsible for closing, deal management, or post-discovery follow-up.

This opportunity is ideal for professionals looking to supplement existing W-2 income with flexible, performance-based work and uncapped earning potential.

Key Responsibilities

• Conduct outbound prospecting to targeted IPC accounts and contacts
• Set qualified discovery calls for Advysor's Senior Sales Manager (booked through scheduling links provided for)
• Utilize provided prospecting tools and platforms (e.g., Apollo or similar) to send email campaigns and log outbound cold calls
• Work from warm lead lists and active outbound campaigns already in place (cold calling, emailing, texting and LinkedIn combination utilization, or any other strategies the SDR finds helpful in current or previous roles)
• Accurately document prospect information and meeting context (template for qualification and note-gathering will be provided for)
• Maintain professional and timely communication with internal sales leadership on booked calls upcoming and any no-shows or reschedules for latter dates

Compensation Structure

• Uncapped earnings
• Flat commission paid per qualified discovery call completed (varies depending on service types - i.e. tax vs. accounting vs. fractional CFO services)
• Approximately 2% commission on ACV for all closed-won deals sourced by SDR (paid out in full the next month following received engagement letter signed)
• No base salary and no benefits (performance-based compensation only)

Qualifications

• U.S.-based contractor
• Prior experience as an SDR, BDR, or outbound sales professional
• Proficiency with outbound prospecting tools (Apollo or similar platforms)
• Strong verbal and written communication skills
• Ability to work independently and manage time effectively

Preferred (Not Required):

• Experience selling professional services, financial services, accounting, or advisory solutions
• Familiarity with topics such as outsourced accounting, tax services, finance, fractional CFO services, payroll, or related B2B services

Who This Role Is Best Suited For

• SDRs confident in booking high-quality meetings
• Professionals seeking flexible, commission-based income alongside a full-time role
• Individuals comfortable engaging senior-level business decision-makers
• Sellers with experience in financial services, professional services, or B2B SaaS environments

Sales & Deal Profile

• Average Sales Cycle: 14 – 45 days
• Company Annual Contract Value (ACV) Avg. Range: $25,000–$50,000
• Target/Average Deal Volume:
• 5–10 discovery calls booked/completed per month
• 3-5 deals closed per month
• Post-Discovery Close Conversion Rate: 75%+

What Advysor Provides

• Immediate access to warm leads and target contact lists
• Established outbound campaigns set up by Senior Sales Manager
• Access to required sales technology and prospecting tools
• Comprehensive onboarding, including call scripts, email templates, and training
• Direct collaboration with a Senior Sales Manager with 4+ years of sales experience at Advysor