This is a fully remote position, open to applicants in United States.

• Conduct high-volume outbound outreach through phone, email, and SMS across extended campaigns.

• Evaluate incoming leads and determine their suitability before directing them to wealth advisors.

• Take ownership of the prospect pipeline, actively following up throughout the sales funnel.

• Achieve and surpass weekly and monthly lead generation goals and pipeline performance indicators.

• Act as the first point of contact for Farther, making a strong initial impression.

• Collaborate with sales leadership and the Client Acquisition team to enhance outreach strategies and messaging.

• Monitor prospect interactions and keep precise records in HubSpot.

• Identify trends and provide feedback to enhance conversion rates and processes.

• Engage, identify, and qualify potential clients prior to connecting them with wealth advisors.

• Minimum of 4 years of experience in sales or lead generation, ideally within the financial services sector.

• Demonstrated success in achieving outbound activity metrics and pipeline objectives.

• Strong and engaging phone demeanor along with excellent written communication abilities.

• Self-motivated individual with a proactive approach to tasks.

• Highly organized with effective time management skills and keen attention to detail.

• Adaptable and thrives in dynamic, rapidly growing environments.

• Required proficiency in CRM systems; experience with HubSpot is preferred.

• Familiarity with wealth management, fintech, or financial services sales is advantageous.

• Experience executing multi-touch outbound sequences.

• Proven history of exceeding quotas or lead generation standards.

• Competitive compensation package that recognizes impactful contributions.

• Comprehensive health benefits.

• 401(k) matching program.

• Roth retirement options available.

• Unlimited paid time off (PTO).

• Collaborate with some of the brightest talents in the fintech industry.

• Exciting ground-floor opportunity at a rapidly scaling startup.

• Opportunity to shape your own growth trajectory as the company expands.