Opens the job on Zocks's own careers site. Some companies ask you to create an account or click through another page first.
What you'd actually do: Spend 2-4 hours daily dialing the backlog of unconverted marketing leads, mostly financial advisors, and hand qualified opportunities to Account Executives.
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Join a team that’s changing financial services
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
The SHARC in the room
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
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.
The full picture
Health
Time off
Family
Financial
Everything else
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.
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