Sales Development Representative

At Wealthbox, we serve thousands of financial advisors with our modern CRM software, which provides an easy way to manage client relationships, organize and execute workflow processes, and collaborate with a team in a powerful and beautiful software solution.

Wealthbox is seeking a Sales Development Representative (SDR) to consult by telephone and email with prospective customers. We are deluged with new prospects every day.

As a Wealthbox 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

• High volume outbound prospecting (80+ calls per day) to present Wealthbox and qualify the prospect
• Work collaboratively with Wealthbox Account Executives to develop and implement prospecting strategies
• 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
• 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
• Basic knowledge of the latest cloud service offerings, toolsets, operating systems, and browsers
• 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
• Experience selling SaaS products is a big plus

Work Schedule

• Weekdays, during business hours
• No travel required (fully remote)

Benefits

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

How to Apply