THE OPPORTUNITY
Join a team that’s changing financial services
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
WHO YOU ARE
The SHARC in the room
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
S - Sharp
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
H - Hungry
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
A - Adaptable
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
R - Resilient
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
C - Curious
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
About the Role
Every marketing-generated lead represents real interest in Zocks, and we don't think any of it should go to waste. Most SDR roles focus on speed-to-lead: working fresh inbound and moving on. This role exists to do something different.
As our No Lead Left Behind SDR, you'll own Zocks' full backlog of unconverted marketing leads. You'll work those leads with a dial-heavy, AI-assisted cadence so that every prospect gets a real conversation before being written off. You'll be the person who turns "not now" into "let's talk," and your work will directly improve conversion across our entire marketing funnel.
If you're persistent, organized, and energized by finding opportunities others have missed, this role was built for you.
What You'll Do
- Spend 2–4 hours a day on the phones using an AI-powered dialer, connecting with prospects who are mostly financial advisors and wealth management professionals.
- Systematically work through our backlog of unconverted marketing leads, not just fresh first-touch inbound. This is the core of the role.
- Run AI-assisted LinkedIn prospecting across multiple accounts to connect with and re-engage both new and existing prospects.
- Qualify interest and hand off well-prepared opportunities to Account Executives.
- Log every touch and outcome accurately in our CRM, so lead status stays current and AE hand-offs are seamless.
- Share what you're hearing from prospects with Sales and Marketing to help sharpen messaging and targeting.
What Success Looks Like
- Full, consistent conversation coverage across the marketing lead backlog
- A measurable lift in conversion of marketing-generated leads into qualified meetings and pipeline
- Clean, reliable CRM data the sales team can trust
What You Bring
- Comfort with high daily dial volume, and an interest in using AI tools such as dialers and LinkedIn automation to work smarter
- Persistence and resilience. You see a lead another rep moved past as an opportunity, not a dead end.
- Strong organization and follow-through across a large volume of prospects
- Prior SDR or BDR experience preferred
- Familiarity with financial services or wealth management is a plus but not required. We'll teach you the industry.
BENEFITS
The full picture
Health
- Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
- Dental: 99% covered - Guardian, $1,500 annual benefit
- Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
- FSA: Zocks matches dollar-for-dollar up to $500/year
Time off
- Unlimited PTO
- Paid sick time
- 11 paid holidays
Family
- Birthing parent: 12 weeks fully paid parental leave
- Non-birthing parent: 6 weeks fully paid parental leave
Financial
- 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
Everything else
- MacBook laptop + Google Workspace, Slack, and Zoom provided
- Equity grant - details included as part of your offer
- Growth opportunities for high performers after 6 months
- Collaborative, low-ego culture with smart, kind teammates
EQUAL OPPORTUNITY
Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.
Skills Required
- Comfort with high daily dial volume
- Interest in using AI tools such as dialers and LinkedIn automation
- Persistence and resilience in following up with unconverted leads
- Strong organization and follow-through across a large volume of prospects
- Prior SDR or BDR experience
- Familiarity with financial services or wealth management
Zocks Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Zocks and has not been reviewed or approved by Zocks.
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Healthcare Strength — Health coverage is described as 100% employer-paid for employee medical with 99% employer-paid dental and vision, plus an FSA with a company match. These contributions signal robust plan generosity for U.S. employees.
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Parental & Family Support — Paid parental leave is outlined as 12 weeks fully paid for birthing parents and 6 weeks fully paid for non-birthing parents. Policies are clearly defined in company materials and postings.
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Leave & Time Off Breadth — Time off includes unlimited PTO, paid sick time, and 11 paid U.S. holidays. Together, these elements present a broad time-off framework.
Zocks Insights
What We Do
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work. We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
