Inside Sales Representative

The Inside Sales Representative is responsible for outbound prospecting, qualifying leads, and closing sales with the goal of generating a sales pipeline. This position is responsible for customer acquisition, establishing long-term customer relationships, and marketing the Company’s brand in a way that is positive, honest, and professional. The Inside Sales Representative will encourage customers to buy products, services, and upgrade as well as contact customers when necessary to follow up on customer satisfaction issues or solicit further sales and referrals. This position documents all contacts, actions, and responses in the customer database. The Inside Sales Representative reports to the Operations Manager and provides excellent customer service to team members and customers while demonstrating the company values and supporting the mission.

JOB DUTIES AND RESPONSIBILITIES:

• Responsible as a member of the sales team for customer acquisition, establishing long-term customer relationships, and marketing the Company’s brand in a way that is positive, honest, and professional

• Responsible as a member of the sales team for the entire sales funnel including cold calling, qualifying leads, closing sales and obtaining referrals. This includes maintaining relationships to generate customer renewals.

• Develop prospecting plans to support company lead generation processes; help prioritize and actively engage prospective clients; utilize consultative selling techniques to make and build connections with prospective clients

• Conduct initial discovery calls and pass qualified leads to others in the sales team when appropriate (such as Enterprise clients requiring customization)

• Encourage customers to buy products, services, and upgrade. Receive, record, and route customer orders in an appropriate manner.

• Research and understand the product line and be familiar with each product’s function and purpose, to confidently upsell customers to compatible products

• Maintain and organize file documents, updates, and product information so it is readily accessible for reference and to answer questions

• Enter, update, and maintain CRM information on leads, prospects, and opportunities. Track and record sales activity in the CRM. Share customer feedback, questions, and objections with the sales team.

• Listen attentively to consumer questions and provide answers that are knowledgeable and insightful to encourage sales

• Showcase the Company’s strengths and highlight the brand by talking exclusively about the characteristics that make the organization unique

• Source new sales opportunities through inbound lead follow-up and outbound cold calls and emails; follow up on cold and warm leads to further the sales process

• Conduct prospect call preparation including company background research and other pertinent lead information

• Responsible for handling customer inquiries, acquiring pricing, and issuing quotes; responsive to all inquiries and requests in a timely and professional manner

• Develop meaningful relationships with customers to encourage trust and loyalty

• Understand and demonstrate the product or service to the customer

• Participate in weekly team meetings to discuss benchmarks as well as personal and team goals for the upcoming week

• Assist in training and recruitment of additional sales team members

• Participate in all internal trainings and certifications

• Attend and participate in business/trade events as needed

• Attend and participate in team strategic sales meetings

• Perform other duties as assigned

REQUIRED QUALIFICATIONS:

• Bachelor’s degree in business administration, marketing, communications, or related field

• 10 years of professional consultative sales experience with 5 years in a financial services industry; experience in client-facing role preferred

• Knowledge of the financial services industry strongly preferred

• Ability to independently prospect through cold calling of supplied leads

• Proven track record of closing deals

• Personal experience with life transitions as addressed by LifeMap content is a plus

• CRM experience with SalesForce preferred

• Capable of thinking strategically, while able to manage multiple hands-on tasks and changing priorities in a fast-paced environment

• Ability to effectively connect with potential customers, quickly build rapport, and uncover opportunities with a value-based approach

• Ability to self-motivate and comfortability with cold calling prospective clients

• Ability to learn independently through industry research and review/study of proprietary LBS offerings

• Consistently meet and exceed sales goals and objectives set by leadership, while working alongside a team

• Knowledge of sales methodologies, processes, and techniques, ability to work well in a structured sales process driven environment

• Strong project and time management skills with an ability to set and maintain priorities to meet deadlines

• Effective team player with the ability to work well with product designers, developers, other marketers, etc.

• Effective oral and written communication skills and excellent interpersonal skills

• Attention to detail, critical thinker and problem-solving skills

• High standards for integrity, honesty, professionalism, and work ethic

• Ability to work independently while demonstrating excellent organization and follow through

• Self-directed with an ability and willingness to move with positive purpose and a strong sense of urgency

• Maintain confidentiality discretion

• Willing to grow and be challenged

#Remote