Sales Development Representative at Compound Planning, Inc. | Torre
Sales Development Representative
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Sales Development Representative

Compound Planning, Inc.
Emma
Emma
You'll empower high-net-worth individuals to achieve financial goals by driving meaningful connections.
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Full-time

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Emma of Torre.ai
 about 2 months ago

Requirements and responsibilities

OverviewCompound is a wealth management platform for people from leading technology companies.We’re looking for a motivated and personable Sales Development Representative (SDR) to join our Membership team. You will spend each day talking to potential members about the benefits of Compound. You’ll also spend time on your own finding creative ways to bring in more members.What You’ll DoIdentify potential customers and research their financial needsDrive customer meetings for financial advisors through outbound emails and phone callsIdentify the needs of prospects, and suggest appropriate resources and next stepsFacilitate 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 teamConduct ad hoc projects that improve Compound's lead generation playbookRequired Competencies and SkillsStrong written and verbal communication skillsOpenness to coaching and trainingA self-starter with strong organizational skills and attention to detailDemonstrated ability to work collaboratively with a teamProficient in Salesforce and other relevant sales toolsExperience in wealth management and personal financeExperience working directly with high-net worth individuals, preferredWhy You’ll Love Working at CompoundRemote-first teamAmazing team culture of supportive, kind, and smart colleaguesCompetitive salary and equity packages, plus health and life insurance and 401kPaid vacation, sick time off, parental leave, and other leave options
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