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Wealthbox · 1 month ago

Enterprise Sales Development Representative

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

Wealthbox is a company that serves financial advisors with modern CRM software, and they are seeking an Enterprise Sales Development Representative to consult with prospective enterprise customers. This role involves building pipeline and generating sales-qualified leads through account-based prospecting efforts targeting larger RIAs, broker-dealers, and wealth management firms.

Financial Services

Responsibilities

Conduct high-volume outbound prospecting (60+ calls per day) to present Wealthbox and qualify enterprise prospects

Develop and execute strategic account-based outreach plans in partnership with Enterprise Account Executives

Qualify and convert leads into sales opportunities using a consultative and data-driven approach

Manage and nurture key enterprise accounts at the top of the funnel to ensure consistent pipeline growth

Identify and suggest improvements to Wealthbox’s sales processes, product positioning, and customer support systems

Exceed weekly, monthly, and quarterly goals for pipeline generation and meetings scheduled

Attend conferences and trade shows to represent Wealthbox, drive awareness, and build relationships with financial advisors and firm decision-makers

Maintain accurate and up-to-date records of outreach activity, lead qualification, and opportunity creation in the CRM system

Qualification

Outbound prospectingCRM technologyWealth management experienceSaaS sales experienceListening skillsCloud service knowledgeCommunication skillsInterpersonal skillsWriting skillsTeam collaboration