FMG · 4 hours ago
Sales Development Representative (Remote)
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.
AdvertisingInsuranceInsurTechMarketing
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
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
Self-confident, self-motivated, driven, organized and solution oriented
Preferred
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
FMG
From day one, we’ve been dedicated to helping financial advisors build their businesses, expand their influence, and strengthen relationships with customers.
Funding
Current Stage
Growth StageTotal Funding
unknown2025-07-29Acquired
2018-05-16Debt Financing
2016-09-01Series A
Recent News
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