North AmericaFull TimeSales
Remotely
Listed on 3 job boards, which is a stronger signal than one board alone.
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Job Description
📋 Description
- Comfortability working in a high volume activity/sales environment and being on monthly quotas
- Identifying and developing potential new clients through prospecting and cold outreach
- Providing detailed information to prospective customers and educating them on the features and
- Having a consultative approach with clients by understanding their business needs, explaining ROI
- Owning the full sales cycle, from prospecting to closing
- Becoming an expert in the financial advisor industry to better help identify strong advisor
🎯 Requirements
- 1-3 years of full sales cycle experience and/or in a Sales Development role, preferably in a
- Experience in an inside sales, cold calling, transactional sales role
- Ability to drive deals independently in a fast-paced, dynamic environment
- Comfortable speaking to and persuading prospective clients on the phone and making 100+ calls per
🎁 Benefits
- Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to
- Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted
- Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add
- Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and
- Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.
- Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)
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