Remote SaaS SDR - Build Pipeline & Book Demos for Advisors

Wealthbox; États-Unis; À distance; USD 50 000 - 80 000; Plein temps

Avantages offerts par ce poste

Competitive base + commission

Comprehensive health plan coverage

401k plan

Paid time off

Résumé du poste

Wealthbox is seeking an SDR to consult by telephone and email with prospective customers. You will build and generate a pipeline of Sales Qualified Leads for Wealthbox Account Executives. You will make calls, send emails, and use marketing tools to qualify leads and schedule demos with financial advisors nationwide.

The role emphasizes outbound prospecting, collaboration with AEs, and achieving quotas. We value a proactive, energetic, and ethical approach in a fast-paced, fully remote

Qualifications

• Proven ability to perform high-volume prospecting and to manage prospect relationships using a CRM.
• Strong written and verbal communication skills for email and phone outreach.
• Comfort with researching and presenting Wealthbox value to financial advisors.

Responsabilités

• 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.

Connaissances

Outbound prospecting

CRM usage

Communication skills

Email writing

Listening skills

Description du poste

Wealthbox is seeking an SDR to consult by telephone and email with prospective customers. You will build and generate a pipeline of Sales Qualified Leads for Wealthbox Account Executives. You will make calls, send emails, and use marketing tools to qualify leads and schedule demos with financial advisors nationwide.

The role emphasizes outbound prospecting, collaboration with AEs, and achieving quotas. We value a proactive, energetic, and ethical approach in a fast-paced, fully remote