SDR - AI-Powered CRM for Financial Advisors

Wealthbox; United States; Remote; USD 60,000 - 110,000; Full time

Benefits offered by this job

Health plan

401k

Paid time off

Job summary

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

Wealthbox is seeking a sales-focused professional to make outbound calls and emails to qualify leads and schedule demos, collaborating with Account Executives to develop prospecting strategies and exceed quotas. Competitive compensation with base and commission plus a strong benefits package awaits.

Qualifications

• High-volume outbound calls and emails to qualify leads and schedule demos.
• Collaborate with Account Executives to develop prospecting strategies.
• Exceed weekly, monthly, and quarterly quotas for new pipeline and meetings scheduled.
• Competitive compensation with base and commission.
• Comprehensive health plan, 401k, and paid time off.

Responsibilities

• Make high-volume outbound calls and emails to qualify leads and schedule demos.
• Work collaboratively with Account Executives to develop prospecting strategies.
• Exceed weekly, monthly, and quarterly quotas for new pipeline and meetings scheduled.

Skills

Outbound prospecting

Qualify leads

Schedule demos

Collaboration with AEs

Quota attainment

Job description

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

Wealthbox is seeking a sales-focused professional to make outbound calls and emails to qualify leads and schedule demos, collaborating with Account Executives to develop prospecting strategies and exceed quotas. Competitive compensation with base and commission plus a strong benefits package awaits.