Sales Development Representative

THE OPPORTUNITY

Join a team that’s changing financial services

Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.

We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.

The SHARC in the room

At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.

You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.

You're a self‑starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.

Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.

Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.

You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.

Every marketing-generated lead represents real interest in Zocks, and we don't think any of it should go to waste. Most SDR roles focus on speed-to-lead: working fresh inbound and moving on. This role exists to do something different.

As our No Lead Left Behind SDR, you'll own Zocks' full backlog of unconverted marketing leads. You'll work those leads with a dial-heavy, AI-assisted cadence so that every prospect gets a real conversation before being written off. You'll be the person who turns "not now" into "let's talk," and your work will directly improve conversion across our entire marketing funnel.

If you're persistent, organized, and energized by finding opportunities others have missed, this role was built for you.

• Spend 2–4 hours a day on the phones using an AI-powered dialer, connecting with prospects who are mostly financial advisors and wealth management professionals.
• Systematically work through our backlog of unconverted marketing leads, not just fresh first-touch inbound. This is the core of the role.
• Run AI-assisted Linked In prospecting across multiple accounts to connect with and re-engage both new and existing prospects.
• Qualify interest and hand off well-prepared opportunities to Account Executives.
• Log every touch and outcome accurately in our CRM, so lead status stays current and AE hand-offs are seamless.
• Share what you're hearing from prospects with Sales and Marketing to help sharpen messaging and targeting.

• Full, consistent conversation coverage across the marketing lead backlog
• A measurable lift in conversion of marketing-generated leads into qualified meetings and pipeline
• Clean, reliable CRM data the sales team can trust

• Comfort with high daily dial volume, and an interest in using AI tools such as dialers and Linked In automation to work smarter
• Persistence and resilience. You see a lead another rep moved past as an opportunity, not a dead end.
• Strong organization and follow-through across a large volume of prospects
• Prior SDR or BDR experience preferred
• Familiarity with financial services or wealth management is a plus but not required. We'll teach you the industry.

• Medical: 100% of employee premium covered (United Healthcare Select Plus network, 2 plan options)
• Dental: 99% covered
  - Guardian,…