Key skills
SalesforceCommunicationSales
About this role
Role Overview
- 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