Want to join a team of highly motivated, team oriented individuals? Want to be a part of one of the fastest growing companies and hottest names in the fintech space? Wealth Access is changing the way advisors of high net worth individuals communicate with their clients. We offer the best in breed, completely mobile data aggregation and reporting platform for the high net worth advisor and investor community, and we are seeking an Inside Sales Representative to join our growing sales team.

Supported by an experienced staff of client service and engineering professionals, we seek an individual with a strong pro-active drive and experience selling to the financial service industry. We are experiencing rapid growth and are looking for a key individual to deliver our vision to the advisory space. Come be a part of something great at Wealth Access


  • The Inside Sales Representative will make 100-150 outbound calls a day and follow-up with inbound leads that have found Wealth Access through marketing, PR and search engine results. (Each of the leads has requested a demo)
  • TheI nside Sales Representative will schedule and perform at least two online software demos per day
  • Assist in our marketing efforts and successfully schedule sales appointments
  • Conduct market analysis to identify and target clients who fall within the desired categories established by Wealth Access
  • Must follow-up with customers on sales appointments and assist with our referral program


Qualifications include:

  • Bachelor’s Degree
  • Demonstrated performance in a high volume appointment scheduling and/or inside sales experience
  • Detail oriented with excellent execution in structured and unstructured settings
  • Be able to handle rejection and fast pace
  • Sales and goal oriented with excellent customer service skills
  • 1-3 years of prior internal sales experience
  • Considered a plus: financial services or software sales experience


To apply, click the button below and send your resume and cover via email to with the job title as message subject.

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