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
As a Wealthbox Inbound 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
- Respond to inbound inquiries in a timely manner – speed to lead is crucial!
- 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 a plus
- 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
- 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
Work Schedule
- Weekdays, during business hours
Benefits
- Competitive compensation (base + commission)
- Comprehensive health plan coverage
- 401k plan
- Paid time off
Live on Wealthbox's board as of 3 Nov. We check it every day.
Apply on Ashby ↗