Sales Development Representative

Job overview

The Sales Development Representative role is onsite in Denver, CO, and compensation is not specified. Zocks builds an AI assistant that helps financial advisors automate operational work and grow their businesses. This role works through unconverted marketing leads using phone and AI-assisted LinkedIn outreach, qualifies prospects, and hands prepared opportunities to Account Executives. Accurate CRM records and prospect feedback help improve lead conversion and refine Sales and Marketing messaging.

What you'll do

• Work the backlog of unconverted marketing leads
• spend 2–4 hours daily calling prospects, primarily financial advisors and wealth management professionals
• use AI-assisted LinkedIn prospecting to connect with and re-engage prospects
• qualify interest and hand off opportunities to Account Executives
• record touches and outcomes in the CRM
• share prospect feedback with Sales and Marketing.

What we're looking for

Skills & competencies

zocks

sales development representative

denver co

ai assistant

financial advisors

wealth management

lead qualification

marketing leads

ai-assisted prospecting

crm

account executive handoffs

sales and marketing

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical premium fully covered for employees
• dental and vision coverage
• FSA match up to $500 per year
• unlimited paid time off
• paid sick time
• 11 paid holidays
• paid parental leave
• 401(k)
• equity grant
• company-provided MacBook and software.

Why this role

Owns the backlog of unconverted marketing leads, with a dial-heavy, AI-assisted approach focused on reaching prospects before they are written off.

About the employer

Zocks is hiring for this role. Industry: Marketing Consulting Services. Sector: 54.