Zocks | AI for Advisors

Sales Development Rep

• Own Zocks' full backlog of unconverted marketing leads
• Spend 2–4 hours a day on the phones using an AI-powered dialer
• Connect with prospects who are mostly financial advisors and wealth management professionals
• Systematically work through unconverted marketing leads
• Run AI-assisted LinkedIn prospecting across multiple accounts
• Connect with and re-engage new and existing prospects
• Qualify interest and hand off well-prepared opportunities to Account Executives
• Log every touch and outcome accurately in the CRM
• Keep lead status current and ensure seamless AE hand-offs
• Share prospect feedback with Sales and Marketing to sharpen messaging and targeting
• Improve conversion of marketing-generated leads into qualified meetings and pipeline

Sales Development Representative