Southwestern Consulting · 4 hours ago
Inside Sales Representative
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years expSouthwestern Consulting is seeking an Inside Sales Representative responsible for outbound prospecting, qualifying leads, and closing sales to generate a sales pipeline. The role focuses on customer acquisition, establishing long-term relationships, and marketing the company's brand professionally. The Inside Sales Representative will also maintain CRM information and ensure excellent customer service while supporting the sales team.
ConsultingInformation Technology
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
Research new business accounts to identify key decision makers, understand business challenges, and build persona-based value propositions
Develop prospecting plans to 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
Encourage customers to buy products, services, and upgrade. Receive, record, and route customer orders in an appropriate manner
Respond to all inquiries and requests in a timely and professional 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
Conduct prospect call preparation including company background research and other pertinent lead information
Responsible for handling customer inquiries, acquiring pricing, and issuing quotes
Develop meaningful relationships with customers to encourage trust and loyalty
Follow up on cold and warm leads to further the sales process
Understand and demonstrate the product or service to the customer
Follow industry trends to identify new opportunities for potential sales
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
Qualification
Required
Bachelor's degree in business administration, marketing, communications, or related field
10 years of professional sales experience preferred
Knowledge of the financial services industry strongly preferred with industry, job related or accreditation preferably in financial planning
Personal experience with life transitions as addressed by LifeMap content is a plus
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
Proven ability to build personal networks validated by networking through chamber of commerce, BNI, professional groups, linked-in, etc
Consistently meet and exceed sales goals and objectives set by leadership
Ability to work well in a structured sales process driven environment
Ability to meet and exceed company goals while working alongside a team
Knowledge of sales methodologies, processes, and techniques
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
Demonstrate flexible and efficient time management and ability to prioritize workload
Self-directed with an ability and willingness to move with purpose and a strong sense of urgency
Self-motivated, positive, and enthusiastic
Self-starter with a strong desire to exceed expectations and capable of supporting a team
Maintain confidentiality discretion
Ability to effectively work in collaboration with others to achieve business objectives
Willing to grow and be challenged
Attend training as requested
Company
Southwestern Consulting
Southwestern ConsultingTM, a Southwestern company, consists of specialist practices that support clients in every aspect of sales.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Gary Michels
Co-Founder / Senior Consultant
Tim Nowak
Chief Financial Officer
Recent News
Nashville Business Journal
2025-01-24
Company data provided by crunchbase