Enterprise Sales Development Representative (Fully Remote)

Wealthbox

United States

Remote

USD 50,000 - 80,000

Full time

6 days ago

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Benefits offered by this job

Comprehensive health insurance

401(k) plan

PTO

Job summary

Wealthbox is seeking an SDR/BDR to fuel enterprise pipeline for financial advisors. You will conduct 60+ outbound calls daily, consult by phone and email with prospective enterprise clients, and partner with Enterprise Account Executives to drive opportunities.

Target RIAs, broker-dealers, and wealth firms with account-based prospecting and strategic outreach plans. This is a dynamic role in a fast-growing fintech environment.

Qualifications

2+ years in quota-attaining SDR/BDR role, ideally in FinTech or SaaS.
Proven outbound prospecting success and CRM familiarity.
Experience with enterprise prospecting and outbound outreach.

Responsibilities

Consult by phone and email with prospective enterprise customers to build pipeline.
Drive account-based prospecting targeting RIAs, broker-dealers, and wealth firms.
Conduct 60+ outbound calls daily to qualify enterprise prospects.
Execute strategic outreach plans with Enterprise Account Executives.

Skills

Outbound prospecting

CRM familiarity

Quota attainment

FinTech SaaS domain

Tools

CRM systems

Job description

Consult by phone and email with prospective enterprise customers to build pipeline.
Drive account-based prospecting targeting RIAs, broker-dealers, and wealth firms.

What You'll Do:

Conduct 60+ outbound calls daily to qualify enterprise prospects.
Execute strategic outreach plans with Enterprise Account Executives.

What You Bring:

2+ years in quota-attaining SDR/BDR role, ideally in FinTech or SaaS.
Proven outbound prospecting success and CRM familiarity.
Comprehensive health, 401k, and PTO.

Wealthbox

Wealthbox is the #1 CRM software platform for financial advisors, trusted by tens of thousands of advisors and their teams. We're a fast-growing team building AI-powered software that advisors actually want to use.

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