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FMG · 8 hours ago

Sales Development Representative (Remote)

United States

Full-time

Remote

Entry Level

$40K/yr - $65K/yr

1+ years exp

FMG Suite is a leading digital marketing platform for financial professionals, dedicated to transforming their marketing efforts into growth engines. They are seeking a Sales Development Representative to work with new prospects and warm leads, setting appointments for the Senior Account Executive team while helping clients reach their professional goals.

AdvertisingInsuranceInsurTechMarketing

Culture & Values

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)

Qualification

Sales experienceCRM experienceBasic computer knowledgeCommunication skillsMotivatedOrganizedSolution orientedEagerness to learn

Required

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

An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps)

Preferred

Knowledge of standard business applications such as G Suite, Slack, Salesloft etc is a plus

CRM (HubSpot or equivalent) experience, a plus

Benefits

Enjoy a generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown.

Our comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave.

Our 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!

We’ll provide you with the work computer equipment you need to set you up for success!

Our 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

FMG

From day one, we’ve been dedicated to helping financial advisors build their businesses, expand their influence, and strengthen relationships with customers.

Founded in 2011

San Diego, California, USA

201-500 employees