Identify potential customers and research their financial needs
Drive customer meetings for financial advisors through outbound emails and phone calls
Identify the needs of prospects, and suggest appropriate resources and next steps
Facilitate the experience through our sales funnel, ensuring client needs are met as they’re connected with Financial Advisors, tax professionals, and other members of our team
Conduct ad hoc projects that improve Compound's lead generation playbook
Requirements
Strong written and verbal communication skills
Openness to coaching and training
A self-starter with strong organizational skills and attention to detail
Demonstrated ability to work collaboratively with a team
Proficient in Salesforce and other relevant sales tools
Experience in wealth management and personal finance
Experience working directly with high-net worth individuals, preferred
Benefits
Remote-first team
Amazing team culture of supportive, kind, and smart colleagues
Competitive salary and equity packages, plus health and life insurance and 401k.
Paid vacation, sick time off, parental leave, and other leave options