Sales Development Representative

About the Role
Every marketing-generated lead represents real interest in Zocks, and we don't think any of it should go to waste. Most SDR roles focus on speed-to-lead: working fresh inbound and moving on. This role exists to do something different.
As our No Lead Left Behind SDR, you'll own Zocks' full backlog of unconverted marketing leads. You'll work those leads with a dial-heavy, AI-assisted cadence so that every prospect gets a real conversation before being written off. You'll be the person who turns "not now" into "let's talk," and your work will directly improve conversion across our entire marketing funnel.
If you're persistent, organized, and energized by finding opportunities others have missed, this role was built for you.
What You'll Do
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.
Systematically work through our backlog of unconverted marketing leads, not just fresh first-touch inbound. This is the core of the role.
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.
What Success Looks Like
Full, consistent conversation coverage across the marketing lead backlog
A measurable lift in conversion of marketing-generated leads into qualified meetings and pipeline
Clean, reliable CRM data the sales team can trust
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
Persistence and resilience. You see a lead another rep moved past as an opportunity, not a dead end.
Strong organization and follow-through across a large volume of prospects
Prior SDR or BDR experience preferred
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.