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

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