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Sales Development Representative - Remote Eligible
Identify and engage potential members to drive growth for Compound's wealth management services.
Remote
Entry Level
2 months ago
Compound
Compound is a wealth manager for people who work at tech companies.
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✨ About The Role
- The Sales Development Representative will be responsible for identifying potential customers and researching their financial needs.
- Daily tasks will include driving customer meetings for financial advisors through outbound emails and phone calls.
- The role involves understanding the needs of prospects and suggesting appropriate resources and next steps.
- Facilitating the sales funnel experience is key, ensuring client needs are met as they connect with Financial Advisors and other team members.
- The position may also involve conducting ad hoc projects to improve Compound's lead generation playbook.
⚡ Requirements
- The ideal candidate will possess strong written and verbal communication skills, enabling them to effectively engage with potential members.
- A self-starter attitude is essential, along with strong organizational skills and attention to detail.
- Openness to coaching and training will be crucial for personal and professional growth within the role.
- Experience in wealth management and personal finance will be beneficial, particularly when working with high-net-worth individuals.
- The ability to work collaboratively within a team environment is important for success in this position.
About Compound
Compound is a wealth manager for people who work at tech companies.