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Job Details:
Position Name : Sales Development Representative
Location: Providence, RI
Job ID : 6c4d0a8ed4020e82
Description : Location: Providence, RI / Remote
Wealthbox, a maker of CRM software for financial advisors, is seeking an inside 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.
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
Work Schedule
Weekdays, during business hours
No travel required
Benefits
Competitive compensation
Comprehensive health plan coverage
401k plan
Paid time off
Interested? Email us a note with your resume and a link to your Linkedin profile to jobs@wealthbox.com.
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