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About Wealthbox:
- Wealthbox is the #1 CRM platform for financial advisors, trusted by tens of thousands of users.
- We're a fast-growing team building AI-powered software that advisors actually want to use.
What You'll Do:
- Make high-volume outbound calls and send emails to qualify leads and schedule demos.
- Work collaboratively with Account Executives to develop prospecting strategies.
- Exceed weekly, monthly, and quarterly quotas for new pipeline and meetings scheduled.
Benefits:
- Competitive compensation with base and commission.
- Comprehensive health plan, 401k, and paid time off.
Wealthbox
Wealthbox is the #1 CRM software platform for financial advisors, used by tens of thousands of advisors and their teams. We're a fast-growing company building AI-powered software advisors actually want to use.