Sales Development Representative

Location: Remote, USA

Wealthbox, a maker of CRM software for financial advisors, is seeking an inside 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 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 in this sales position include:

  • High volume outbound prospecting (100+ calls per day) to present Wealthbox and qualify the prospect
  • Qualify and convert leads (via website, email campaigns, referrals, in-app trials, etc)
  • Track and help new trial prospects during their 14-day trial period
  • 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 fintech 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 in the mood 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



  • Competitive compensation
  • Comprehensive health plan coverage
  • 401k plan
  • Paid time off


Interested? Email us a note with your resume and a link to your Linkedin profile to


Apply Now

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