Sales Development Representative

October 25

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Compound

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51 - 200

💰 $25M Series B on 2022-01

Description

• Identify potential customers and research their financial needs • Drive customer meetings for financial advisors through outbound emails and phone calls • Identify the needs of prospects, and suggest appropriate resources and next steps • Facilitate the experience through our sales funnel, ensuring client needs are met as they’re connected with Financial Advisors, tax professionals, and other members of our team • Conduct ad hoc projects that improve Compound's lead generation playbook

Requirements

• Strong written and verbal communication skills • Openness to coaching and training • A self-starter with strong organizational skills and attention to detail • Demonstrated ability to work collaboratively with a team • Proficient in Salesforce and other relevant sales tools • Experience in wealth management and personal finance • Experience working directly with high-net worth individuals, preferred

Benefits

• Competitive salary and equity packages, plus health and life insurance and 401k. • Paid vacation, sick time off, parental leave, and other leave options