The Role
Execute outbound prospecting via calls, email, and social; research accounts and decision-makers; book qualified meetings for AEs; track outreach in SalesLoft and Salesforce; collaborate with Marketing and Sales; meet monthly pipeline targets; occasional travel to industry events.
Summary Generated by Built In
There is no deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.
Location: US Remote. You must maintain a work schedule aligned with Eastern Standard Time (EST) hours
Salary: $60,000 base | $95,000 OTE
Visas: We are unable to sponsor work visas for this role, and to be considered, you must be authorized to work in the United States.
Interview Schedule: 30-minute initial call with the hiring manager, and up to three 30-minute calls with key stakeholders of the role, followed by an offer pending references. The estimated interview time commitment is 2-3 hours.
Please note that, due to the nature of our work in the financial services industry, the selected candidate will be subject to background and reference checks as part of the onboarding process.
About Us:
We're Zocks, an AI-based platform changing the world of financial services. Our platform helps Financial Service professionals better serve their clients, save time, and accelerate their business. We use AI to bridge human conversations with business systems, saving hundreds of hours per year for our customers. We are venture-capital backed, and our founding team has experience from leading technology companies like eMoney Advisor, Riskalyze, Microsoft, Twilio, Ustream (acquired by IBM), and Hearsay Systems.
Why we’re hiring for this role:
We’re growing extremely quickly and need sharp, energetic people to fuel the top of our sales funnel. The SDR is the first point of contact for many prospects—you’ll be responsible for engaging them, sparking their curiosity, and booking meetings that lead to big opportunities. If you’re ambitious, goal-driven, and thrive on creating momentum, this role is your launchpad into a high-impact sales career at Zocks.
What You’ll Do:
- Execute outbound prospecting through calls, emails, and social platforms.
- Research target accounts and identify decision-makers.
- Set qualified meetings for Account Executives.
- Manage and track outreach activities in the SalesLoft and Salesforce.
- Collaborate with Marketing and Sales to improve messaging and processes.
- Consistently hit and exceed monthly pipeline creation targets
- This role involves occasional travel to regional and national industry events.
Qualifications:
- 1–2 years in sales, customer service, or related field (internships count).
- Relevant experience in the Fintech industry is a plus.
- Strong communication and active listening skills.
- Resilient, persistent, and motivated by hitting targets.
- Comfortable working in a fast-paced, evolving environment.
Things you’ll learn on the job:
- Zocks AI’s platform and value propositions.
- How to run effective discovery calls.
- Advanced prospecting strategies and sales tools.
Apply today to be part of Zocks AI’s mission to transform the future of Financial Services!
We are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks AI, we value diversity and believe it enhances our creativity, innovation, and overall success. We encourage all qualified people to apply.
Top Skills
Salesloft,Salesforce
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The Company
What We Do
Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, data entry, tailored client emails, and more.
With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth.
Join thousands of advisors and firms, including Carson Group, Commonwealth, Osaic, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.
