Guideline is seeking a Sales Development Representative to join our growing Core Sales Team. This role will report to our Sales Leader.
Candidates can reside in FL, ME, MD, MA, NC, or TX
This team member will work 9:00am to 5:00pm Eastern Time Zone / 8:00am to 4:00pm Central Time Zone, Monday to Friday – this might be subject to change throughout the year.
What You Will Work On As a member of Guideline's Sales team, you will engage and educate prospective clients to identify sales qualified leads for Account Executives.
You will facilitate lead handoffs between the sales development team and our account executives.
Your success will be determined by maximizing Lead Velocity and by qualifying as many leads as possible in a responsible manner.
The ultimate goal is to expand our retirement platform's reach by presenting Guideline's solutions to small business owners and large companies alike.
Ways you will support this mission include:
Develop and acquire new business
Communicate with prospective clients by email, and both inbound and outreach phone calls
Track and report sales activities and results
Diligently update CRM and focus on priority prospects
What We're Looking For
1+ years of work or internship experience
Bachelor's degree preferred or equivalent experience
Experience with CRM software (SalesForce, Outreach, etc.)
Enjoy working with people and excel at building relationships
Exemplary verbal and written communication skills
Highly organized with strong attention to detail
Eye for efficiency gains and process improvement
Desire to learn new processes and technologies
More About Guideline
Everyone should have a simple, affordable way to save for retirement. At Guideline, our plans are low cost and highly automated. This makes it easy for companies to offer a valuable benefit—and easy for people to invest in their financial future with confidence.
The salary for this position is $65,000 annually. Compensation is determined by numerous factors such as your qualifications, experience, and work location.
Flexible vacation policy
401(k) with matching contributions
100% paid employee insurance coverage
Annual learning and development stipend
Sabbatical after 5 years of employment
Guideline provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.