Sales Development Representative - English Speaking

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. We're a venture-backed team, building something that changes how financial advisors serve their clients every day. At Zocks, we hire for SHARC - five qualities that define how our best people work and win together. You move fast without cutting corners. Startup life means things shift fast. Building something new isn't always smooth. You explore for fun, not just for work - and it shows in the quality of your thinking.

Most SDR roles focus on speed-to-lead: working fresh inbound and moving on. As our No Lead Left Behind SDR, you'll own Zocks' full backlog of unconverted marketing leads. 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. 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.

A measurable lift in conversion of marketing-generated leads into qualified meetings and pipeline
Clean, reliable CRM data the sales team can trust
Comfort with high daily dial volume, and an interest in using AI tools such as dialers and LinkedIn automation to work smarter
Prior SDR or BDR experience preferred
Familiarity with financial services or wealth management is a plus but not required.

Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
Dental: 99% covered - Guardian, $1,500 annual benefit
11 paid holidays
Financial
~401(k) via Guideline - Pre-tax and Roth options; 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
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. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. If you would like more information about how your data is processed, please contact us.