Note: The job is a remote job and is open to candidates in USA. FMG is a leading all-in-one digital marketing platform empowering financial advisors, insurance agents, and enterprises. The Sales Development Representative will work with new prospects and warm leads, setting appointments for the Senior Account Executive team to drive growth for financial and insurance professionals.
Responsibilities
- Develop opportunities through cold-call prospecting, email promotions & follow up on leads
- Utilize HubSpot to ensure activities are documented
- Prospect to C-Level Financial Advisors and Insurance Agencies
- Maintain a working knowledge of company products
- Create rapport, credibility & build trust based relationships
- Be resilient & persistent
- Attend Sales training and team meetings
- Responsible for achievement of sales goals/targets
- Comply with company policies and procedures
- Access to a private & secure workspace, free from distractions
- Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor
- An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps)
Skills
- Excellent oral & written communication skills
- Eagerness to learn, take direction & incorporate feedback into work
- Highly motivated with the ability to interact with professionals
- Must have at least 1 year of sales experience or Sales Development Representative experience
- Basic computer knowledge is a MUST. Understanding how computers work and how to use them. This may include but is not limited to; typing, learning keyboard shortcuts/commands, powering a computer on and off, knowing how to connect and disconnect from the internet and learning the systems FMG uses to communicate with customers and internal employees
- Self-confident, self-motivated, driven, organized and solution oriented
- Knowledge of standard business applications such as G Suite, Slack, Salesloft etc is a plus
- CRM (HubSpot or equivalent) experience, a plus
Benefits
- Generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown
- Comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave
- Robust insurance plan includes: Medical with $0 co-pay Telehealth plan, Dental, Vision, Health Savings Account (HSA) with generous employer contributions, Flexible Spending Accounts (FSA), Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage, Company-paid Short & Long Term Disability coverage, Company-paid Employee Assistance Program (EAP)
- Matching 401(k) with immediate full vesting
- On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit
- Internet & Gym Reimbursement!
- Provide you with the work computer equipment you need to set you up for success!
- Employee Events Committee and managers are always planning a mix of fun in-person and virtual events to keep us all connected—plus we also love to throw in some FMG swag, so you can show off your company spirit in style!
Company Overview
From day one, we’ve been dedicated to helping financial advisors build their businesses, expand their influence, and strengthen relationships with customers. It was founded in 2011, and is headquartered in San Diego, California, USA, with a workforce of 201-500 employees. Its website is http://fmgsuite.com.
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