SDR - AI-Powered CRM Financial Advisors
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Sales
CRM Systems & Management, Inside Sales, Appointment Setter/ Scheduler, B2B Sales
Job Description & How to Apply Below
Wealthbox is the #1 CRM software platform for financial advisors, trusted by tens of thousands of users. We’re a fast-growing team building AI-powered software advisors actually want to use.
Wealthbox is seeking a sales-focused professional to make outbound calls and emails to qualify leads and schedule demos, collaborating with Account Executives to develop prospecting strategies and exceed quotas. Competitive compensation with base and commission plus a strong benefits package awaits.
Are you ready to take on the SDR - AI-Powered CRM for Financial Advisors role at Wealthbox?
We invite applications for the SDR - AI-Powered CRM for Financial Advisors position located in United States.
The following position is for a SDR - AI-Powered CRM for Financial Advisors with Wealthbox.
Our group is growing, and we are hiring a SDR - AI-Powered CRM for Financial Advisors in United States.
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