ABOUT THE COMPANY

Zoe is the fin-tech start-up set to transform wealth management. The firm has a strong leadership team with over 15 years of industry experience at firms like Morgan Stanley, JP Morgan Stanley, and Learnvest. Zoe is backed by $16M from the largest venture capital firm in the world Softbank as well as top operators at the largest investment firms in the world (JP Morgan & Blackrock) and largest marketplaces (Uber & Doordash.)

Finding a trusted financial adviser is difficult. The majority of advisors out there sell financial products for a commission, rather than provide personalized and fiduciary advice. That's why we reject ~95% of the advisors that apply to join our network. Advisors admitted into our network operate independently, do not get paid based on commissions,  are not tied to a bank or biased towards any investment or insurance product. They are held to the highest standards & are required to act in the best interests of their clients at all times. Highlights of the team at Zoe Financial: -  Strong leadership team, bringing over 15 years of industry experience from firms such as Morgan Stanley, JP Morgan, and Learnvest.

• Well funded by top executives at the largest investment firms. -  Received accolades such as the 2019 Morningstar FinTech Startup of the Year award for its innovation and execution.

About The Role As a founding member of the Sales Team here at Zoe Financial you thrive without a roadmap or script. The key responsibility of an SDR is to provide a great experience to inbound users searching for their financial advisor on Zoe. Your job is to build trust by guiding and educating our users through a complicated buying process to find the right fit for their needs. 

You're a motivated, high-energy self-starter who gets excited about picking up the phone and affecting change. You're unabashedly curious and insanely helpful, with a high level of emotional intelligence in order to meaningfully connect with a diverse set of individuals. You're a high performer who has a demonstrated history of setting the bar for what success looks like in past roles. 

We're Excited About You Because...

• You have relevant work experience at a fast-paced, growing business
• Track record of success growing and maintaining a sales pipeline
• Exceptional interpersonal skills, working with cross-functional teams
• Great verbal and written communication skills

You'll love working at Zoe because We...

• Are a successful, well funded, fast-growing start-up
• Are passionate about helping people, and live/breathe the client experience
• Are a technologically and data-driven business
• Offer competitive salaries and equity
• Are at the forefront of tech & finance, redefining personal finance
• Value in autonomy & taking initiative

By joining Zoe, you'll become part of a forward-thinking company that is transforming how wealth management is done at scale. We offer the excitement of a rapidly growing company with the stability of a seasoned leadership team and advisory board.

Requirements:

• 1-3 years of experience in sales
• Bachelor's Degree
• Proven track record managing sales pipeline channels
• Ability to manage time effectively, setting and meeting deadlines while maintaining quality of work
• Self-motivator with a collaborative spirit 
• Flexibility in adapting to new technologies and environments