Sales Development Representative
$42,640–$45,011 year
On-siteLindon, Utah, United States
Job Summary
Conduct prospect identification through cold calling, email outreach, and networking to research potential small business customers. Engage with prospects to understand their needs and qualify leads based on predetermined criteria. Articulate the value proposition of the 401(k) solution to help business owners and employees achieve financial independence. Manage and prioritize a high volume of leads using CRM software, tracking interactions and ensuring timely follow-up. Collaborate with the sales team to hand off qualified leads and share tribal knowledge with cross-functional marketing and revenue teams. Stay updated on industry trends and competitor offerings to refine sales techniques and product knowledge. Work in our Lindon, Utah office four days per week, Monday through Thursday, with flexibility to work remotely on Fridays.
Required Qualifications
- Proven experience in sales, business development, or customer-facing roles, preferably in a B2B environment
- Excellent communication skills, both verbal and written, with the ability to articulate complex concepts clearly and persuasively
- Strong interpersonal skills and ability to build rapport quickly with diverse audiences, including business owners and other key roles in the decision-making process
- A growth mindset and a desire to your career in sales
- Self-motivated with a results-driven mindset and the ability to thrive in a fast-paced, target-driven environment
- Passion for small businesses and a genuine desire to help them succeed
- Experience using Salesforce.com, Outreach, and/or other Client Relationship Management (CRM)
- Prior Financial Services, Fintech, and/or SaaS experience
Desired Qualifications
- 1+ year of experience in a corporate environment
- Previous 401K, Payroll or HCM experience
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