Sales Development Representative

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. Responsibilities in this sales position include: High volume outbound prospecting (75 calls per day) to present Wealthbox and qualify the prospect Work collaboratively with Wealthbox Account Executives to develop and implement prospecting strategies Follow up with new prospects by telephone, email, that have signed up to free trials Qualify and convert leads (via website, email campaigns, referrals, in-app trials, etc) Track and help new trial prospects during their 30-day trial period Identify and suggest improvements to our products and support system Exceed weekly/monthly/quarterly quotas for new pipeline generated and meetings scheduled Desired Skills Experience Interest in a career in software sales in the fintech space Skills in using CRM technology to track and manage new prospect relationships 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 Basic knowledge of the latest cloud service offerings, toolsets, operating systems, and browsers 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 in the mood to show-and-tell Wealthbox and help our customers Experience selling SaaS products is a big plus Role: Business Development Executive (BDE) Industry Type: Internet Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: BD / Pre Sales Education UG: Any Graduate PG: Any Postgraduate Key Skills OutboundSalesWealth managementOperating systemsFinanceSAASSoftware salesSales Development RepresentativeAccounts ExecutiveCRM