There is no deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active. Location: US Remote. You must maintain a work schedule aligned with Eastern Standard Time (EST) hours Salary: $60,000 base | $95,000 OTE Visas : We are unable to sponsor work visas for this role, and to be considered, you must be authorized to work in the United States. Interview Schedule: 30-minute initial call with the hiring manager, and up to three 30-minute calls with key stakeholders of the role, followed by an offer pending references. The estimated interview time commitment is 2-3 hours. Please note that, due to the nature of our work in the financial services industry, the selected candidate will be subject to background and reference checks as part of the onboarding process. About Us: We're Zocks, an AI-based platform changing the world of financial services. Our platform helps Financial Service professionals better serve their clients, save time, and accelerate their business. We use AI to bridge human conversations with business systems, saving hundreds of hours per year for our customers. We are venture-capital backed, and our founding team has experience from leading technology companies like eMoney Advisor, Riskalyze, Microsoft, Twilio, Ustream (acquired by IBM), and Hearsay Systems. Why we’re hiring for this role: We’re growing extremely quickly and need sharp, energetic people to fuel the top of our sales funnel. The SDR is the first point of contact for many prospects—you’ll be responsible for engaging them, sparking their curiosity, and booking meetings that lead to big opportunities. If you’re ambitious, goal-driven, and thrive on creating momentum, this role is your launchpad into a high-impact sales career at Zocks. What You’ll Do: Execute outbound prospecting through calls, emails, and social platforms. Research target accounts and identify decision-makers. Set qualified meetings for Account Executives. Manage and track outreach activities in the SalesLoft and Salesforce. Collaborate with Marketing and Sales to improve messaging and processes. Consistently hit and exceed monthly pipeline creation targets This role involves occasional travel to regional and national industry events. Qualifications:

Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com. Job Summary: The Operations Support Coordinator provides administrative and operational support to ensure the smooth functioning of our department. This role will assist in process development, data management, and project coordination while also supporting team members with various tasks and projects. Job Accountabilities: Operational Process Support Assist in developing, implementing, and streamlining operational processes and procedures Collaborate with operations management to maintain and optimize departmental workflows Maintain accurate records and documentation related to business operations Data Management Maintain accurate and up-to-date data in our CRM and other databases Ensure data integrity and assist with data analysis and reporting as needed Communication and Information Flow Support the creation, dissemination, and storage of departmental information Assist in crafting and editing templates, PowerPoint decks, and other materials Meeting and Event Support Coordinate logistics and planning for departmental team events and meetings Prepare meeting invitations, materials, agendas, and notes Assist with post-meeting follow up Administrative Support Provide general administrative support to team members, including task management and coordination Assist in maintaining and updating departmental web pages and internal communications Assist with special projects and initiatives as needed Job Qualifications: Has a strong sense of urgency about solving problems and getting work done Embraces technology Views problems as opportunities to improve processes and make things better Required Behaviors/Attitudes Use good judgment to accomplish work assignments without compromising the firm’s integrity Demonstrates a high level of dependability in all aspects of the job Embrace change with optimism and positivity Sees relationship building as an opportunity to develop trust Approaches tasks with a client service mindset Takes responsibility and accountability Effectively contribute to the work of the team Education Experience License Requirements Bachelor’s degree preferred or equivalent experience 1-2 years previous experience in customer service, operations, or in an administrative position preferred N / A What We Offer: NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $50,000-63,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, the skill level required for the position, the scope of the position, and geographic location. The actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

• Proactively identify and engage prospective clients through outbound prospecting efforts (email, phone, LinkedIn, events, referrals, etc.) • Qualify inbound leads in partnership with Marketing (web inquiries, webinar attendees, campaign engagement, etc.) • Conduct discovery conversations to assess business needs, timeline, budget, and fit • Set qualified meetings for Customer Development Executives and ensure effective handoff • Develop and execute re-engagement strategies for stalled or dormant opportunities • Drive attendance and engagement at industry and partner events (e.g., Workday events such as Workday Rising, SKO, user groups, webinars) • Maintain accurate and timely pipeline data within CRM (e.g., HubSpot) and partner systems (e.g., Workday Partner Center) • Track prospect engagement and activity metrics to support reporting and forecasting • Assist in proposal coordination, RFI/RFP support, and early-stage deal documentation as needed • Support territory management through contact mapping and relationship tracking • Prepare meeting briefs, capture notes, and coordinate follow-ups for prospect and partner meetings • Identify process improvement opportunities across prospecting, qualification, and GTM collaboration workflows

The magic of small teams can exist at any organization. We started Span to address a pattern we'd all lived: as teams expand, context is buried under layers of meetings, tools, people and process. Things begin to stall in the "outer loops" like prioritization, allocation, collaboration, and management—areas where mistakes and inefficiencies are arguably more costly. We are creating a new type of tool that delivers coherent and useful software engineering context for humans and agents alike, a tool that we believe will enable ownership, autonomy, and superhuman impact inside of an engineering organization. We’re building a future where: Engineering leaders can understand their most precious resource - team time - so that they’re able to invest intentionally, root out hidden costs of toil, and unlock the true potential of their team. Everyone inside the organization can have an intuitive grasp of what’s happening so they’re empowered to make better decisions, operate confidently and deliver predictably. The hours tied up in tagging, status reporting and coordination meetings are automated away so that people spend less time on busywork and more time on the real work. Span is seeking an experienced Sales Development Representative to help develop, implement and sustain high engagement programs for outbound lead generation. You’ll work very closely with Span’s Growth Lead, sales representatives, and other senior leaders to rapidly refine outbound lead generation through regular messaging and strategy experiments. What You’ll Be Up To: Prospect: You’ll execute multi-channel outbound campaigns (LinkedIn, email, cold calling, etc.) to find potential customers. You’ll work closely with senior Span leadership to impersonate their accounts in outbound communication. Research: You’ll conduct ABM research to understand decision makers’ needs, pain points, and determine if they’re a good fit for Span. Coordinate Meetings: You’ll schedule discovery calls for Span’s sales representatives Experimentation: You’ll collaborate with the Growth Lead to create & run outbound experiments with the goal of helping the team refine messaging and strategy. Create Process : You’ll collaborate closely with the Growth Lead to test, refine, and scale repeatable sales playbooks. Reporting: You’ll need to report on weekly outbound activities and the outcomes of experiments. Provide Feedback: you’ll relay market feedback to the Growth, Marketing, Sales, and Product teams. What we’re looking for: Experienced mid-market and/or enterprise SDR Bachelor’s degree in Mathematics, Computer Science, Physics, Engineering, or a similarly rigorous quantitative field Experience drafting cold outbound sequences, implementing, and adjusting messaging Proven Track record of hitting metrics and targets at previous organizations Experienced cold caller, extremely comfortable engaging new people, and converting cold leads to qualified pipeline over the phone Eagerness to run frequent outbound experiments and share findings with team Self-motivated with a hunger for success and the ability to work in a fast-paced startup environment Familiarity with CRMs and outbound prospecting tools Bonus Points If You Have: Previous SaaS sales development experience in a technical industry (i.e. selling to engineering leadership) Previous experience documenting processes, reporting on metrics, and the ability to present learnings frequently Team Lead/Sr. SDR experience Experience with automation & GTM Engineering tools like Clay, Unify, etc. Familiar with or ability to learn the following tech stack: Slack, Outreach, Prospecting Tools, Hubspot Backed by dozens of founders and CTOs we admire from places like Slack, Notion, Rippling, Fivetran and Coda, CPOs from places like Adobe and Square, as well as funds like Alt, BoxGroup, Bling, Craft, and SV Angel who dare to dream with us.