Sales Development Representative

Wealthbox, a maker of CRM software for financial advisors, is seeking a Sales Development Representative (SDR) to consult by telephone and email with prospective customers. We are deluged with new prospects every day. Help us!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.ResponsibilitiesHigh volume outbound prospecting (100+ calls per day) to present Wealthbox and qualify the prospectWork collaboratively with Wealthbox Account Executives to develop and implement prospecting strategiesQualify and convert leads to opportunitiesIdentify and suggest improvements to our products and support systemExceed weekly/monthly/quarterly quotas for new pipeline generated and meetings scheduledDesired Skills & ExperienceInterest in a career in software sales in the WealthTech spaceSkills in using CRM technology to track and manage new prospect relationshipsStrong communication skills, especially using email and the telephoneExcited to work in a high-energy and collaborative environmentPositive and energetic, excellent listening skills, strong writing skillsBasic knowledge of the latest cloud service offerings, toolsets, operating systems, and browsersHelpful personality who’s adept at presenting the features and value of Wealthbox to financial advisors on the other end of the lineResponsible, ethical, always ready to show-and-tell Wealthbox and help our customersExperience selling SaaS products is a big plusWork ScheduleWeekdays, during business hoursNo travel required (fully remote)BenefitsCompetitive compensation (base + commission)Comprehensive health plan coverage401k planPaid time off