SDR Series 7 & 63

Equitybee empowers startup employees to become shareholders and participate in the success of the companies they work so hard to build. Employees can become shareholders by leveraging Equitybee's investor community to gain capital so they can exercise their stock options.

As a Sales Development Representative (SDR), and a member of the U.S. team, you will play an integral role in developing our sales and growth strategy, with a focus on creating an efficient and scalable process, from lead generation through deal closure and asset management. This is a high impact position that will allow you to work closely with the leadership team, as well as cross-functionally with Product, Marketing, Investor Relations and the Equity Success team. If you have a passion for innovation in finance, and helping others makes you happy, this position is the right fit for you.

Requirements

About the Role:

• Reach out to new employees who registered on our platform, and also perform cold reach outs to create your own leads.
• Document outreach efforts with new employees.
• Partner cross-functionally with product, marketing, and the equity success team to continuously evolve and enhance our customers experience, the product, and the overall sales process.
• Be able to explain private placement offerings and the legal Investment documents to prospective and current employees.

About you:

• 2 years of sales experience, preferably with selling private placement financial products.
• FINRA Series 7 and Series 63 licenses. You must be licensed to sell our product.
• A proven ability to effectively communicate complex concepts in a simple manner.
• A proven track record of meeting (and preferably exceeding) sales goals.
• Excellent written and verbal communication skills.
• A very good understanding of investment and equity mechanics. - Huge plus!
• A demonstrated ability to achieve strategic goals in a fast-paced environment.
• Excellent team player that can also work well independently.
• Positive attitude and strong work ethic.
• High professionalism and attention to detail.
• Ability to learn quickly and execute effectively.
• Bachelor's degree or equivalent experience.

Benefits

• Flexible Paid Time Off | Take the time that you need to rest and recharge. We encourage it!
• Dog-Friendly Office | Bring your pup into work and join the EquityBee dog-pack!
• Healthcare & Dental Coverage | We offer competitive healthcare & dental plan options for you and your family.
• 401k Match | We’ll match a certain percentage of your contributions as you save for your goals of retiring on a beach somewhere!
• Commuter Benefits | When you work from the office, you will receive pre-tax benefits for your commute!
• Work from Home Flexibility | We recognize that everyone’s home life is different. We offer both hybrid roles and fully remote roles available.
• Stock Options | As an Employee-Centric company (both internally and externally), we offer competitive stock options packages to participate in the success of building Equitybee.
• Fun Times | We genuinely enjoy each other’s company, and care about each other as people, so we have frequent team and company events, happy hours, and hangouts. Whether you’re remote or hybrid, we plan fun virtual and in-person events to sign off and let loose.