Membership Consultant Jobs

Overview
Compound is a wealth management platform for people from leading technology companies.
We’re looking for a motivated and personable Membership Consultant (an experienced Sales Development Representative) to join our team. You will spend each day talking to potential members about the benefits of Compound. You’ll also spend time on your own finding creative ways to bring in more members.
What You’ll Do:

• Identify potential customers and research their financial needs
• Conduct ad hoc projects that improve Compound's lead generation playbook
• Facilitate the experience through our sales funnel, ensuring client needs are met as they’re connected with Financial Advisors, tax professionals, and other members of our team
• Identify the needs of prospects, and suggest appropriate resources and next steps
• Drive customer meetings for financial advisors through outbound emails and phone calls

Required Competencies and Skills:

• Experience working directly with high-net worth individuals, preferred
• Proficient in Salesforce and other relevant sales tools
• Experience in wealth management and personal finance, required
• Strong written and verbal communication skills
• Demonstrated ability to work collaboratively with a team
• Openness to coaching and training
• A self-starter with strong organizational skills and attention to detail

Why You’ll Love Working at Compound:

• Remote-first team with an office in San Francisco
• Amazing team culture of supportive, kind, and smart colleagues
• Best-in-class healthcare including medical, dental, and vision
• Paid vacation, sick time off, parental leave, and other leave options
• Competitive salary and equity packages

Compensation:
For individuals located in the San Francisco bay area, the expected cash compensation for this position is $60,000-90,000. Our total rewards package also includes equity options, insurance coverages, and a 401k plan with a 4% match.
Disclaimers:
The Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.