Sales Development Representative

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

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.

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
• Resilient, persistent, and motivated by hitting targets.
• Strong organization and follow-through across a large volume of prospects
• 1–2 years in sales, customer service, or related field (internships count).
• FStrong communication and active listening skills.
• Comfortable working in a fast-paced, evolving environment.
• Familiarity with financial services or wealth management is a plus but not required. We'll teach you the industry.