{"schemaVersion":"jobsearcher.job.v1","id":"e45f3a8053f8d0a33f8aafbf","url":"https://jobsearcher.com/jobs/e45f3a8053f8d0a33f8aafbf","canonicalUrl":"https://jobsearcher.com/jobs/e45f3a8053f8d0a33f8aafbf","title":"Sales Development Representative","description":"Location: Remote, USA | EST Preferred\nAt Wealthbox, we serve thousands of financial advisors with our modern CRM software, which provides an easy way to manage client relationships, organize and execute workflow processes, and collaborate with a team in a powerful and beautiful software solution.\n\nWealthbox is seeking a Sales Development Representative (SDR) to consult by telephone and email with prospective customers. We are deluged with new prospects every day.\n\nAs 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.\n\nResponsibilities\nHigh volume outbound prospecting (80+ calls per day) to present Wealthbox and qualify the prospect\nWork collaboratively with Wealthbox Account Executives to develop and implement prospecting strategies\nQualify and convert leads to opportunities\nIdentify and suggest improvements to our products and support system\nExceed weekly/monthly/quarterly quotas for new pipeline generated and meetings scheduled\n\nDesired Skills & Experience\nInterest in a career in software sales in the WealthTech space\nSkills in using CRM technology to track and manage new prospect relationships\nStrong communication skills, especially using email and the telephone\nExcited to work in a high-energy and collaborative environment\nPositive and energetic, excellent listening skills, strong writing skills\nBasic knowledge of the latest cloud service offerings, toolsets, operating systems, and browsers\nHelpful personality who’s adept at presenting the features and value of Wealthbox to financial advisors on the other end of the line\nResponsible, ethical, always ready to show-and-tell Wealthbox and help our customers\nExperience selling SaaS products is a big plus\n\nWork Schedule\nWeekdays, during business hours\nNo travel required (fully remote)\n\nBenefits\nCompetitive compensation (base + commission)\nComprehensive health plan coverage\n401k plan\nPaid time off\n\nHow to Apply\nInterested? Email us a note with your resume and a link to your Linkedin profile to jobs@wealthbox.com.","company":"Wealthbox","rawCompany":"wealthbox","city":"Remote","state":"OR","isRemote":false,"isActive":false,"createdAt":"2026-08-09T13:38:29.543Z","occupations":[{"code":"41-3091.00","title":"Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel","slug":"sales-representatives-of-services-except-advertising-insurance-financial-services-and-travel"},{"code":"41-9099.00","title":"Sales and Related Workers, All Other","slug":"sales-and-related-workers-all-other"},{"code":"41-4012.00","title":"Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products","slug":"sales-representatives-wholesale-and-manufacturing-except-technical-and-scientific-products"}],"industries":[{"code":"541511","title":"Custom Computer Programming Services","slug":"custom-computer-programming-services"},{"code":"561422","title":"Telemarketing Bureaus and Other Contact Centers","slug":"telemarketing-bureaus-and-other-contact-centers"},{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Sales Development Representative","description":"Location: Remote, USA | EST Preferred\nAt Wealthbox, we serve thousands of financial advisors with our modern CRM software, which provides an easy way to manage client relationships, organize and execute workflow processes, and collaborate with a team in a powerful and beautiful software solution.\n\nWealthbox is seeking a Sales Development Representative (SDR) to consult by telephone and email with prospective customers. We are deluged with new prospects every day.\n\nAs 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.\n\nResponsibilities\nHigh volume outbound prospecting (80+ calls per day) to present Wealthbox and qualify the prospect\nWork collaboratively with Wealthbox Account Executives to develop and implement prospecting strategies\nQualify and convert leads to opportunities\nIdentify and suggest improvements to our products and support system\nExceed weekly/monthly/quarterly quotas for new pipeline generated and meetings scheduled\n\nDesired Skills & Experience\nInterest in a career in software sales in the WealthTech space\nSkills in using CRM technology to track and manage new prospect relationships\nStrong communication skills, especially using email and the telephone\nExcited to work in a high-energy and collaborative environment\nPositive and energetic, excellent listening skills, strong writing skills\nBasic knowledge of the latest cloud service offerings, toolsets, operating systems, and browsers\nHelpful personality who’s adept at presenting the features and value of Wealthbox to financial advisors on the other end of the line\nResponsible, ethical, always ready to show-and-tell Wealthbox and help our customers\nExperience selling SaaS products is a big plus\n\nWork Schedule\nWeekdays, during business hours\nNo travel required (fully remote)\n\nBenefits\nCompetitive compensation (base + commission)\nComprehensive health plan coverage\n401k plan\nPaid time off\n\nHow to Apply\nInterested? Email us a note with your resume and a link to your Linkedin profile to jobs@wealthbox.com.","datePosted":"2026-08-09T13:38:29.543Z","dateModified":"2026-08-09T13:38:29.543Z","hiringOrganization":{"@type":"Organization","name":"Wealthbox","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Remote","addressRegion":"OR","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"e45f3a8053f8d0a33f8aafbf"},"url":"https://jobsearcher.com/jobs/e45f3a8053f8d0a33f8aafbf"}}