Sales Development Representative

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 Do:Identify 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 team Conduct ad hoc projects that improve Compound's lead generation playbookRequired Competencies and Skills:Strong 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, preferred Why You’ll Love Working at Compound: 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 Disclaimers: The Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.