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

🎯 Requirements

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

🎁 Benefits

Competitive compensation (base + commission)
Comprehensive health plan coverage
401k plan
Paid time off

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