About the RoleAs a Sales Development Representative (SDR), you'll be the first point of contact for prospective clients who have already expressed interest in learning more about Wealth Without Wall Street.
These aren't cold calls.
Our prospects have requested information and are expecting to hear from our team. Your role is to quickly connect with them, qualify their needs, and schedule appointments with our advisors.
Success comes from consistency, urgency, and a genuine desire to help people take the next step toward financial freedom.
What You'll Do- Make approximately 150 outbound calls each day
- Respond to new inbound leads within minutes whenever possible
- Qualify prospective clients using our proven process
- Schedule high-quality appointments for our advisors
- Follow up with prospects who need additional touchpoints
- Rebook missed appointments and nurture warm opportunities
- Maintain accurate notes and activity inside HubSpot CRM
- Meet daily, weekly, and monthly activity goals
- Participate in ongoing coaching and sales training
RequirementsWhat We're Looking ForWe're looking for someone who is motivated, coachable, and excited to build a long-term career in sales.
Qualifications- 1-2 years of experience in sales, appointment setting, or outbound prospecting
- Comfortable making high-volume outbound calls
- Excellent communication and listening skills
- Strong work ethic and personal accountability
- Positive attitude and willingness to apply coaching
- Organized with strong follow-up habits
- Experience using CRM software (HubSpot is a plus)
- Reliable internet connection and professional home office
Experience in high-ticket sales, inside sales, solar, insurance, home services, or business development is a plus.
What Success Looks LikeTop performers on our team:
- Consistently achieve daily dialing goals
- Respond quickly to new opportunities
- Schedule qualified appointments
- Apply coaching immediately
- Stay disciplined with follow-up
- Take ownership of their results
This role also provides a clear path for advancement into closing and other sales leadership opportunities as the company continues to grow.
Why Join Wealth Without Wall Street?- Fully remote work environment
- Warm, qualified inbound leads
- Comprehensive onboarding and training
- Ongoing coaching from experienced sales leaders
- Supportive, growth-focused culture
- Clear career advancement opportunities
- Performance-based compensation with significant earning potential
- Join an established company that's been helping clients since 2015
Our Hiring ProcessHere is the whole path, nothing hidden. Two steps to apply, three interviews to earn the seat.
Application. Complete our formal application and answer all 15 questions. Treat them like the first sales call they are, thorough and specific. One-line answers tell us exactly how you would treat a prospect, so do the work.
Personality test. Once your application is in, you complete a short personality assessment. No right or wrong answers. It is how you qualify for the first interview, so it is not a step to skip.
First interview, culture fit. We get to know the real you and find out whether this is a place you would thrive.
Second interview, skill assessment. If you advance, you show us you can do the job, usually with a short role-play. This is where the real setters separate from the talkers.
Final interview, company alignment. The last conversation is about direction. We make sure your goals and ours point the same way, because long-term only works when they do.
To apply for this position, complete our formal application here:
https://tsl-candidate-application.vercel.app/
BenefitsCompensationThis is a performance-based opportunity that rewards consistency and execution.
You'll receive:- $2,000 monthly base pay
- Approximately $300 commission for each closed sale resulting from your appointments
- Typical on-target earnings of $6,000-$8,000 per month
- Growth opportunities as your skills and performance develop
Actual earnings depend on individual performance.
