Conduct high-volume outbound prospecting (60+ calls per day) to present Wealthbox and qualify enterprise prospects.
Develop and execute strategic account-based outreach plans in partnership with Enterprise Account Executives.
Manage and nurture key enterprise accounts at the top of the funnel to ensure consistent pipeline growth.
Wealthbox is the #1 CRM software platform for financial advisors, trusted by tens of thousands of advisors and their teams. We're a fast-growing team building AI-powered software that advisors actually want to use.
High volume outbound prospecting (80+ calls per day) to present Wealthbox and qualify prospects.
Collaborate with Account Executives to develop prospecting strategies and convert leads to opportunities.
Exceed weekly, monthly, and quarterly quotas for pipeline generation and scheduled meetings.
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.
Identify, prospect, and onboard individual clients through networking and targeted outreach.
Conduct deep-dive assessments of clients' financial situations and recommend tailored insurance and investment strategies.
Manage client relationships and adjust financial plans to adapt to life changes and evolving goals.
The Mathews Agency is a financial services firm that helps individuals and families secure their futures through comprehensive financial planning and insurance solutions. The company fosters an entrepreneurial culture and provides best-in-class coaching and training.
Own and grow a portfolio of 15-20 mid-market banks and credit unions as a true hunter across the full sales cycle.
Develop executive relationships and strategic account plans to close new Marketing Solutions opportunities.
Partner with internal teams and maintain a healthy pipeline to consistently exceed annual bookings targets.
Vericast is a financial institution performance partner that helps banks and credit unions drive growth through data, technology, and integrated solutions. With thousands of FI clients and 150 years of financial services expertise, the company fosters a culture of collaboration, innovation, and workplace flexibility.
Serve as the primary point of contact for prospective clients, establishing trust through consultative conversations and communicating Allworth's value proposition.
Drive organic growth by executing high-volume outreach, managing objections, and advancing qualified opportunities to the external sales team.
Maintain accurate CRM data and collaborate with sales leadership to improve processes and achieve team goals.
Allworth Financial is an independent investment advisory firm providing holistic wealth planning solutions across investment, tax, retirement, and estate planning. The firm is a high-growth, private equity-backed multibranch RIA with a 97% client retention rate and top 15 Barron's ranking.
Develop and execute a territory business plan to drive sales, asset growth, and market share.
Build and strengthen relationships with financial advisors, broker-dealers, and key decision-makers.
Lead client presentations and deliver investment insights as a trusted advisor.
T. Rowe Price is a global asset management firm providing investment solutions and a broad range of equity, fixed income, and multi-asset capabilities. With more than 85 years of experience, the firm fosters a collaborative culture that values diversity and supports associates' growth.
Manage the full growth sales cycle with existing customers, including pipeline management, discovery, demos, pricing, trials, and closing expansion opportunities.
Conduct online demos and consultations to highlight add-on features, product upgrades, and advanced use cases for Wealthbox.
Build strong stakeholder relationships, uncover business needs, and expand Wealthbox adoption while collaborating with Customer Success and Marketing.
Wealthbox is a CRM software platform for financial advisors, rated #1 by users and in market share. Tens of thousands of advisors and their teams use it, and the company is a fast-growing team building AI-powered software.
Drive white-space business development to expand Vaniam Group's presence through new client relationships and untapped opportunities.
Conduct high-volume prospecting campaigns, including cold calling, email outreach, and networking to generate qualified leads.
Collaborate cross-functionally to develop disruptive market entry strategies and achieve revenue targets through consultative client engagements.
Vaniam Group is a people-first, purpose-driven independent network of healthcare and scientific communications agencies, helping biopharmaceutical companies maximize the potential of their oncology and hematology compounds. Founded in 2007 as a virtual-by-design organization, it harnesses global talent and fosters a supportive, diverse culture.
Prospect and book meetings on target accounts through multi-channel outreach including phone, LinkedIn, and email, with cold calling as the top priority.
Qualify leads and brief Account Executives with pain points, stakeholders, and timeline so they walk into meetings prepared.
Keep HubSpot CRM updated with every call and interaction, and share insights from the field to improve messaging and outbound approach.
Great Question is an all-in-one AI customer research platform that helps teams recruit participants, run research, and share insights. It is a well-funded early-stage startup backed by Y Combinator, with a culture of high trust, high agency, and high emotional intelligence.
Act as the first voice for SignNow partners, qualifying inbound and outbound leads and booking first meetings.
Reach out to potential partners by phone and LinkedIn, managing around 100 calls a day to grow revenue through ecosystem partnerships.
Learn SignNow and its API to explain value in short calls, with support to grow toward a Sales Manager or Account Executive role.
airSlate is a global SaaS technology company that develops no-code workflow automation, electronic signature, and document management solutions. With over one million customers and teammates in more than 20 countries, the company fosters a culture where growth and innovation go hand in hand.
Call and email board members and community managers at condos and HOAs, with a baseline of 50+ calls a day.
Ask good questions, qualify on size and fit, and book meetings for the Director of Institutional.
Log every touch in HubSpot and track calls, connects, and meetings to sharpen lists and messaging.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver tailored wealth management experiences. Backed by top-tier venture capital firms, the company fosters a collaborative, entrepreneurial culture focused on client and team success.
Be the first stop for client requests, from money movement to account changes; escalate only what needs the advisor.
Own meeting rhythm, weekly reviews, trading checks, and follow-ups across CRM and portfolio tools.
Manage practice behind the scenes: client events, budget, and COI relationships.
Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology for tailored wealth management. It's a fast-scaling startup backed by top-tier VCs and fintech investors, with a collaborative team of entrepreneurs.
Act as a consultant to re-engage previous clients and turn paid-in-full status into new funding.
Master a high-volume auto-dialer and use Salesforce to manage lead queues and track funnel stages.
Hit strict activity, conversion, and quota targets while mentoring junior reps and piloting new tech.
Forward Financing is a fintech company providing fast, flexible capital funding to small businesses across America. Since 2012, they've delivered over $5 billion in funding and are recognized as a Best Place to Work with a people-first, performance-driven culture.
Own the full sales cycle for enterprise prospects, from outreach to close, including demos, POCs, and negotiations.
Build and advance relationships with C-suite and operational buyers such as CTOs, COOs, and VPs.
Lead coordinated team selling with Solutions Engineering, Product, and Relationship Management.
Wealthbox is the #1 CRM software platform for financial advisors, rated #1 by users and in market share. Tens of thousands of advisors and their teams use it daily, and it's a fast-growing team building AI-powered software.
Identify, connect, and onboard potential clients while supporting business consulting goals.
Conduct outbound sales, virtual meetings, and email marketing campaigns to generate leads.
Track performance metrics, collaborate with the team, and achieve weekly and monthly sales targets.
They are a business consulting company that enables digital transformation for clients using cloud, analytics, and emerging technologies. They have served over 1,000 clients globally and foster a fast-paced, growth-driven environment.
You will run video meetings and work warm leads to build a book of business.
You have control of your calendar with full-time or part-time options available.
You must have clear speech, professional presence, and a hunger to grow income through skill.
Global Elite Empire Consultants provides coaching and processes for home-based client roles. The company promotes a culture of flexibility and performance-based advancement with no cold calling.
Run video meetings and work warm leads to build a client book.
Follow a proven sales process with coaching and support.
Enjoy a flexible schedule with no commute or cold calling.
Global Elite Empire Consultants is a financial services company offering home-based client roles. They emphasize flexible schedules, a supportive coaching environment, and promotion based on production.
Drive daily outbound outreach via cold calls, personalized emails, and LinkedIn to engage US and Canadian decision-makers.
Qualify leads, lead discovery and sales meetings, and confidently handle objections to close new Remote Talent clients.
Support existing clients with onboarding, regular check-ins, and early identification of new needs, ensuring a smooth experience.
Veta Virtual is a human-centred operations partner for small and midsize firms in the US and Canada, placing fully managed professionals from Latin America and Europe into client teams. It is a small, people-first remote company where team members have direct access to leadership and real ownership over their work.
Build and maintain client relationships through meetings and presentations.
Develop proposals and close sales opportunities while exceeding targets.
Spinnaker Software is a software company focused on delivering innovative technology solutions. Our team is driven, collaborative, and dedicated to career growth and client success.
Own the master roadmap for the Growth organization, tracking all active programs, sequencing rollouts, and ensuring shared resources are applied in the right order.
Design and own the operating cadence for the Client Development team, including meeting rhythms, program reviews, and leadership updates.
Lead a four-person Revenue Operations and Enablement team, driving conversion improvement, field enablement, and change management across the organization.
Mercer Advisors helps families simplify and amplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance services under one team. They serve over 42,800 families across 110+ U.S. cities, are ranked the #1 RIA firm by Barron's, and foster a flexible, inclusive culture where more than half of employees and client-facing professionals are women.