Inbound Sales Development Representative
Wealthbox
With an account: save jobs, track applications, build tailored resumesAlready have an account? Log in
- Location
- United States
- Work style
- Remote OK
- Job type
- Full time
- Posted
- Oct 28
- 12 days ago
Build resumeBuild cover letterGenerate interview prepBuild resumeBuild cover letterGenerate interview prep
Career path
See where this role leads
Jigup maps the next three moves from a job like this one, with the titles and the skills each step asks for.
What you'll do
- The Inbound Sales Development Representative will generate sales qualified leads by responding to inbound inquiries and scheduling demos with financial advisors.
- They are responsible for meeting pipeline and meeting quotas while identifying product and support system improvements.
What you need
- Candidates should have an interest in software sales within the WealthTech space and possess strong communication skills.
- Proficiency in using CRM technology to manage prospect relationships is considered a plus.
Key skills
SalesLead generationCRM softwareCommunicationEmail marketingTelephone salesProspectingLead qualificationWealth managementWealthTechSoftware salesActive listeningWriting skillsPresentation skills
Keywords for your resumePro
The words this employer's screening is likely to look for.
This job lists resume keywords
The terms this posting uses, pulled out so you can mirror them in your resume. Jigup Pro members see the list on the job board.
Perks
- Competitive compensation
- Commission
- Comprehensive health plan coverage
- 401k plan
- Paid time off
See full description on company page, apply now
Read the full posting here
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