Join the Advizr Team

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Are you ready to join one of the most innovative fintech startups in NYC?
Join one of the fastest growing teams in the industry. At Advizr, we attract top talent within all enterprise functions and foster a diverse, driven and collaborative culture.Our employees are experts in their field and take pride in delivering our clients with best-in-class solutions. Our products and systems put the power of intuitive and thorough financial planning into the hands of financial advisors and their clients. If you are a highly motivated individual and are passionate about fintech, we would love for you to join us!
Current Openings
Sales
5/31/18
Posted
Sales Development Representative
New York, NY
5/31/18
Posted

Advizr is seeking a talented and competitive Sales Development Representative that thrives in a fast, aggressive startup. The successful candidate will play a fundamental role in achieving our ambitious customer acquisition and revenue growth objectives. This is a full time position in our NYC office.

 

Duties

The job duties include, but are not limited to:

  • Achieve monthly lead quotas
  • Conduct a large volume of outbound calls (100+ daily) to customers and prospects to gather information and initiate the first step in identifying those interested parties in learning more about the company’s products and services
  • Daily integration with CRM to adopt accounts, leads, contacts, and opportunities according to sales department best practices, policies, and procedures
  • Weekday outbound calling from 9-6pm only, full time position with no weekend hours

 

General

  • Accomplishes department and organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments
  • Maintains and improves quality results by following standards; recommending improved policies and procedures
  • Keeps management informed of all activity, including timely preparation of reports
  • Outside travel is not required in this position

 

Skills/Qualifications

  • 1+ years of minimum lead generation experience using dialers, CRM tools
  • Passion for finding and identifying those who “want to learn more”
  • Results-driven, self-starter, persistent, highly motivated to increase earnings despite rejection (getting a no is a necessary in getting to a yes)
  • Good verbal and written (email) communications skills
  • Dynamic telephone presence
  • Proficiency with GSuite for Business
  • Experience with Hubspot a plus
  • Familiar with telephone automation, automated dialing systems
  • Experience with startups a plus
  • BA/BS degree or equivalent preferred
  • Interest in finance, financial planning or retirement planning a plus

 

Pay Rate: Competitive Base + Commission

Weekly Hours: 40 hours per week  Schedule: 9am-6pm

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Sales Development Representative

Advizr is seeking a talented and competitive Sales Development Representative that thrives in a fast, aggressive startup. The successful candidate will play a fundamental role in achieving our ambitious customer acquisition and revenue growth ...

Advizr is seeking a talented and competitive Sales Development Representative that thrives in a fast, aggressive startup. The successful candidate will play a fundamental role in achieving our ambitious customer acquisition and revenue growth objectives. This is a full time position in our NYC office.

 

Duties

The job duties include, but are not limited to:

  • Achieve monthly lead quotas
  • Conduct a large volume of outbound calls (100+ daily) to customers and prospects to gather information and initiate the first step in identifying those interested parties in learning more about the company’s products and services
  • Daily integration with CRM to adopt accounts, leads, contacts, and opportunities according to sales department best practices, policies, and procedures
  • Weekday outbound calling from 9-6pm only, full time position with no weekend hours

 

General

  • Accomplishes department and organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments
  • Maintains and improves quality results by following standards; recommending improved policies and procedures
  • Keeps management informed of all activity, including timely preparation of reports
  • Outside travel is not required in this position

 

Skills/Qualifications

  • 1+ years of minimum lead generation experience using dialers, CRM tools
  • Passion for finding and identifying those who “want to learn more”
  • Results-driven, self-starter, persistent, highly motivated to increase earnings despite rejection (getting a no is a necessary in getting to a yes)
  • Good verbal and written (email) communications skills
  • Dynamic telephone presence
  • Proficiency with GSuite for Business
  • Experience with Hubspot a plus
  • Familiar with telephone automation, automated dialing systems
  • Experience with startups a plus
  • BA/BS degree or equivalent preferred
  • Interest in finance, financial planning or retirement planning a plus

 

Pay Rate: Competitive Base + Commission

Weekly Hours: 40 hours per week  Schedule: 9am-6pm

+ View More
New York, NY