💼 About This Role

You'll host demo presentations and build trust with potential members by showcasing our AI-powered financial platform. You'll meet or exceed monthly sales targets while managing a healthy pipeline. Join a hyper-growth team backed by Gradient Ventures and help shape the future of wealth management.

🎯 What You'll Do

• Host demo presentations with potential members
• Build and maintain strong client relationships
• Meet or exceed monthly sales targets
• Manage and maintain a healthy sales pipeline

📋 Requirements

• 5+ years in direct sales capacity
• Energetic, outgoing, and friendly demeanor
• Excellent verbal and written communication skills
• Previous experience selling a SaaS product

✨ Nice to Have

• Experience in FinTech or Wealth Management
• SIE, Series 7, 65, 66, or CFP designation
• Bachelor's degree or equivalent experience

🎁 Benefits & Perks

• 🏥 Medical insurance: 100% employer-covered for employees
• 💰 401(k) retirement savings program
• 🏖️ Paid Time Off to reset and recharge
• 👶 Parental Leave for growing families
• 🍽️ Select meals covered throughout the week