Inside Sales Representative

This is a fully remote position, open to applicants in Tennessee.

📋 Description

• Engage in outbound prospecting, assess leads, and finalize sales to build a robust sales pipeline.

• Acquire new customers, foster long-lasting relationships, and promote the Company’s brand in a positive, truthful, and professional manner.

• Oversee the complete sales funnel, including cold calling, lead qualification, closing deals, obtaining referrals, and supporting renewals.

• Create prospecting strategies and actively interact with potential clients utilizing consultative selling approaches.

• Conduct initial discovery calls and refer qualified leads to other team members as necessary.

• Motivate customers to purchase products and services, upgrade, and provide referrals.

• Receive, document, and direct customer orders efficiently.

• Investigate product functions and purposes to confidently upsell compatible offerings.

• Keep organized records, updates, and product information.

• Enter, update, and manage CRM data for leads, prospects, and opportunities; monitor sales activities.

• Relay customer feedback, inquiries, and concerns to the sales team.

• Respond to consumer questions knowledgeably to drive sales.

• Identify opportunities through inbound lead follow-up and outbound cold calls and emails.

• Prepare for prospect calls by researching the company background and reviewing lead information.

• Address customer inquiries, obtain pricing, and provide quotes promptly and professionally.

• Build customer relationships that foster trust and loyalty.

• Understand and demonstrate products or services to clients effectively.

• Participate in weekly team meetings, strategic sales discussions, internal training, certifications, and relevant business or trade events as required.

• Support the training and recruitment of additional sales team members.

• Perform other assigned duties.

• Report directly to the Operations Manager.

⛳️ Requirements

• Bachelor’s degree in business administration, marketing, communications, or a related discipline.

• A minimum of 10 years of professional consultative sales experience, with 5 years in the financial services sector; client-facing experience is preferred.

• Strong preference for knowledge of the financial services industry.

• Ability to independently prospect through cold calling to supplied leads.

• Demonstrated success in closing deals.

• Personal experience with life transitions as covered by LifeMap content is advantageous.

• CRM proficiency, particularly with SalesForce, is preferred.

• Capable of strategic thinking while managing multiple hands-on tasks and adapting to changing priorities in a fast-paced environment.

• Skilled at connecting with potential clients, rapidly establishing rapport, and identifying opportunities using a value-based approach.

• Self-motivated and comfortable making cold calls to prospective clients.

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

• Consistently meet and surpass sales targets while collaborating within a team.

• Familiarity with sales methodologies, processes, and techniques; adept at functioning in a structured, sales-process-oriented environment.

• Strong project and time management skills with the ability to prioritize effectively to meet deadlines.

• Ability to collaborate efficiently with product designers, developers, other marketers, and related teams.

• Excellent oral and written communication skills, coupled with strong interpersonal abilities.

• Attention to detail, critical thinking, and problem-solving competency.

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

• Ability to work independently with exceptional organization and follow-through.

• Self-directed, purpose-driven, and possess a strong sense of urgency.

• Maintain confidentiality and discretion at all times.

• Willingness to grow and embrace challenges.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance.

• Flexible work hours and remote working options.

• Opportunities for professional development and career advancement.

• Supportive and collaborative work environment.

• Employee discounts on products and services.