✨ About The Role
- As a Sales Development Representative, you will be the first point of contact for potential customers, generating new business opportunities.
- The role involves identifying and researching potential small business customers through various channels, including cold calling and email outreach.
- You will engage with prospects to understand their business needs, challenges, and goals, qualifying leads based on predetermined criteria.
- Educating potential customers about the value proposition of the modern 401(k) solution is a key responsibility.
- Managing and prioritizing a high volume of leads effectively using CRM software is essential for tracking lead interactions and ensuring timely follow-up.
- Collaboration with the sales team to hand off qualified leads and provide comprehensive information will facilitate the sales process.
- Continuous learning about industry trends and competitor offerings will enhance effectiveness in engaging with prospects.
âš¡ Requirements
- The ideal candidate will have proven experience in sales, business development, or customer-facing roles, preferably in a B2B environment.
- Excellent communication skills, both verbal and written, are essential for articulating complex concepts clearly and persuasively.
- Strong interpersonal skills are necessary to build rapport quickly with diverse audiences, including business owners and decision-makers.
- A growth mindset and a desire to advance a career in sales will contribute to success in this role.
- The candidate should be self-motivated with a results-driven mindset, thriving in a fast-paced, target-driven environment.
- A passion for small businesses and a genuine desire to help them succeed will be key attributes for the successful candidate.
- Experience using Salesforce.com, Outreach, or other CRM tools will be beneficial.
- Prior experience in Financial Services, Fintech, or SaaS is a plus.