Sales Development Representative

Wealthbox; USA; Remote; USD 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

Competitive compensation (base + com)

Comprehensive health plan

401k plan

Paid time off

Zusammenfassung

Wealthbox is seeking a Sales Development Representative (SDR) to consult by telephone and email with prospective customers. You will build and generate a pipeline for Wealthbox Account Executives by making calls, sending emails, and using marketing tools to qualify leads across the country.

As an SDR, you will foster relationships with financial advisors at wealth management firms, qualify opportunities, and help schedule product demos.

Qualifikationen

• Proficient with CRM systems to track and manage prospect relationships.
• Strong written and verbal communication skills for email and phone outreach.
• Experience in identifying and qualifying SaaS sales opportunities.

Aufgaben

• Conduct high-volume outbound prospecting (80+ calls per day) to present Wealthbox.
• Collaborate with Account Executives to develop prospecting strategies.
• Qualify and convert leads to opportunities and schedule demos.
• Identify product and support improvements based on customer feedback.
• Aim to exceed defined weekly/monthly/quarterly quotas for new pipeline and meetings.

Kenntnisse

CRM proficiency

Excellent communication

Prospecting

SaaS sales

Email outreach

Active listening

Writing skills

Jobbeschreibung

About Wealthbox

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.

The Role

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.

What You’ll Do

• 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

What You Bring

• 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