Financial Planning Software Specialist

5 days ago

Shelton, Connecticut, United States RightCapital Full time
About RightCapital

RightCapital is a cutting-edge financial tech startup that provides innovative holistic financial planning software. We were recently recognized as one of Connecticut's Best Fintech companies by The Daily Finance. Our journey began with a group of entrepreneurs working from a garage in Connecticut, and we have since grown to become the 3rd largest financial planning technology company in the US.

We have seen tremendous growth within this space, and our eyes are set on growing the company to its full potential as we help financial advisors add value to their clients. Our team is passionate about providing exceptional service and support to our clients, and we are committed to helping them achieve their financial goals.

Job Description

We are seeking a highly motivated and results-driven Sales Development Representative to join our team. As a Sales Development Representative, you will be responsible for leveraging our salesforce to assess our current pipeline of advisors, managing a pipeline of leads, and booking sales demonstrations for our Sales Associates.

You will work closely with our SDR Team Lead, Senior Sales Manager, and VP of Sales to enhance our sales playbooks and drive growth. If you have a growth mindset, a 'can do' attitude, and excellent communication skills, we encourage you to apply for this exciting opportunity.

Key Responsibilities
  • Leverage our salesforce to assess our current pipeline of advisors
  • Manage a pipeline of leads, which consist of a balanced mix of warm leads generated from marketing and outbound cold calls
  • Book on average 2 sales demonstrations each day for our Sales Associates
  • Collaborate with our SDR Team Lead, Senior Sales Manager, and VP of Sales during recurring brainstorming sessions to enhance our sales playbooks
Requirements
  • Growth Mindset – Must have a 'can do' attitude and believe challenges help you grow
  • Hustle – Must be willing to work hard each day
  • Communication Skills – Must have excellent verbal and written communication skills
  • Team Player – Must actively contribute to our SDR team objectives, while collaborating with your teammates to improve the sales process
  • Problem Solving – Must be able to identify the full scope of the challenge and work toward finding an effective solution
What We Offer
  • Salary + Commission – Overall Target Compensation: $42,000 - $51,000
  • Group health insurance – multiple options with generous subsidies
  • 401(k) Plan with 100% employer match up to 3%, then 50% employer match from 3-5%
  • Monthly bonus opportunities based on # of demos booked
  • Flexible vacation (no limit)
  • Casual dress code
  • Pet friendly office
  • On-site gym membership provided
  • Fun and social outings, including happy hours, birthday celebrations, and team building events
Location

RightCapital's main office is in Shelton, CT

We are an equal opportunity employer.

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