Inside Sales Representative

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
• Maintain 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
• Document all contacts, actions, and responses in the customer database
• 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
• Handle customer inquiries, acquire pricing, and issue 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
• Aid in training and recruitment of additional sales team members
• 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
• Capable of learning independently through industry research and review/study of proprietary LBS offerings
• 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
• Willingness to grow and be challenged