High volume outbound prospecting (80+ calls per day) to present Wealthbox and qualify the prospect
Work collaboratively with Wealthbox Account Executives to develop and implement prospecting
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
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

🎁 Benefits

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

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