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Sales Development Representative
Zocks | AI for Advisors. Own Zocks' full backlog of unconverted marketing leads .
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Comfort with high daily dial volume
- Interest in using AI tools such as dialers and LinkedIn automation
- Persistence and resilience
- 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
- Sharp, hungry, adaptable, resilient, and curious approach to work
Benefits
Comp & perks- Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
- Dental: 99% covered - Guardian, $1,500 annual benefit
- Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
- FSA: Zocks matches dollar-for-dollar up to $500/year
- Unlimited PTO
- Paid sick time
- 11 paid holidays
- Birthing parent: 12 weeks fully paid parental leave
- Non-birthing parent: 6 weeks fully paid parental leave
- 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
- MacBook laptop provided
- Google Workspace, Slack, and Zoom provided
- Equity grant - details included as part of your offer
- Growth opportunities for high performers after 6 months
- Collaborative, low-ego culture with smart, kind teammates