Sales Development Representative

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Wealth Without Wall Street

1 - 10 employees

Founded 2017

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Wealth Without Wall Street is a financial education company that empowers individuals to achieve financial freedom through a structured plan. They guide users on a 3-step path that starts with creating a vision of financial freedom, identifying their investor profile, and providing step-by-step support. The company's strategies focus on increasing cash flow and managing debt, helping clients shift their mindset to prioritize passive income over traditional income methods.

📋 Description

• Make approximately 150 outbound calls each day • Respond to new inbound leads within minutes whenever possible • Qualify prospective clients using our proven process • Schedule high-quality appointments for our advisors • Follow up with prospects who need additional touchpoints • Rebook missed appointments and nurture warm opportunities • Maintain accurate notes and activity inside HubSpot CRM • Meet daily, weekly, and monthly activity goals • Participate in ongoing coaching and sales training

🎯 Requirements

• 1–2 years of experience in sales, appointment setting, or outbound prospecting • Comfortable making high-volume outbound calls • Excellent communication and listening skills • Strong work ethic and personal accountability • Positive attitude and willingness to apply coaching • Organized with strong follow-up habits • Experience using CRM software (HubSpot is a plus) • Reliable internet connection and professional home office • Experience in high-ticket sales, inside sales, solar, insurance, home services, or business development is a plus

🏖️ Benefits

• Fully remote work environment • Warm, qualified inbound leads • Comprehensive onboarding and training • Ongoing coaching from experienced sales leaders • Supportive, growth-focused culture • Clear career advancement opportunities • Performance-based compensation with significant earning potential

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