Inbound Sales Development Representative

Wealthbox, a maker of CRM software for financial advisors, is seeking an Inbound Sales Development Representative (SDR) to consult by telephone and email with prospective customers. We are deluged with new prospects every day. Help us!

As a Wealthbox Inbound SDR, you will build and generate a pipeline (Sales Qualified Leads) for Wealthbox Account Executives. You will make calls, send emails, and use other marketing tools to qualify leads and schedule demos with financial advisors at wealth management firms across the country.

Responsibilities

• Respond to inbound inquiries in a timely manner – speed to lead is crucial!
• Qualify and convert leads to opportunities
• Identify and suggest improvements to our products and support system
• Exceed weekly/monthly/quarterly quotas for new pipeline generated and meetings scheduled

Desired Skills & Experience

• Interest in a career in software sales in the WealthTech space
• Skills in using CRM technology to track and manage new prospect relationships a plus
• Strong communication skills, especially using email and the telephone
• Excited to work in a high-energy and collaborative environment
• Positive and energetic, excellent listening skills, strong writing skills
• Helpful personality who’s adept at presenting the features and value of Wealthbox to financial advisors on the other end of the line
• Responsible, ethical, always ready to show-and-tell Wealthbox and help our customers

Work Schedule

• Weekdays, during business hours

Benefits

• Competitive compensation (base + commission)
• Comprehensive health plan coverage
• 401k plan
• Paid time off