Job description

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. BENEFITS The full picture Health Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options) Dental: 99% covered - Guardian, $1,500 annual benefit Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance FSA: Zocks matches dollar-for-dollar up to $500/year Time off Unlimited PTO Paid sick time 11 paid holidays Family Birthing parent: 12 weeks fully paid parental leave Non-birthing parent: 6 weeks fully paid parental leave Financial 401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds Everything else 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 Collaborative, low-ego culture with smart, kind teammates EQUAL OPPORTUNITY Zocks AI is an equal opportunity employer. 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. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.

Requirements

Must-haves

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.
The SHARC in the room
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
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.
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
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.
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.

Nice-to-haves

Familiarity with financial services or wealth management is a plus but not required. We'll teach you the industry.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: lever
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Pto

Parental Leave