Wealthbox is the #1 CRM software platform for financial advisors: rated #1 by the people who use it and #1 in market share. Tens of thousands of advisors and their teams run their day on it, and our largest enterprise firms rely on it as the intelligent hub for their entire practice. We're a fast-growing team building the AI-powered software advisors actually want to use, and we're looking for people who want to help.
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.
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
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
Weekdays, during business hours
No travel required (fully remote)
Competitive compensation (base + commission)
Comprehensive health plan coverage
401k plan
Paid time off
Job details are sourced from the employer's original posting.
Open job postingAbout the company
A cloud-based CRM and business management platform designed for financial advisors and wealth management professionals.