Sales Development Representative

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as Black Rock, TPG (The Rise Fund), Soft Bank, Glynn Capital, New View Capital, USVP, Wing, Uncork, and more.

About

The Role

As a Sales Development Representative (SDR), you will be the first point of contact for potential customers, playing a crucial role in generating new business opportunities. You ll leverage your exceptional communication skills and industry knowledge to engage with small businesses, understand their challenges, and effectively communicate how the benefits of 401(k) for small businesses.

This role offers an exciting opportunity to contribute to our mission to solve the retirement crisis that the US currently faces and help drive the overall growth of our company.

What you get to do every
day

• Prospect Identification
  - Identify and research potential small business customers through various channels, including cold calling, email outreach, social media, and networking events.
• Qualification
  - Engage with prospects to understand their business needs, challenges, and goals. Qualify leads based on predetermined criteria to ensure alignment with our target market.
• Educate
  - Articulate the value proposition of our modern 401(k) solution to potential customers, highlighting how it can help business owners achieve their business objectives as well as help their employees save for retirement.
• Pipeline Management
  - Manage and prioritize a high volume of leads effectively using CRM software. Track lead interactions, update lead status, and ensure timely follow-up to move prospects through the sales funnel.
• Collaboration
  - Work closely with the sales team to hand off qualified leads and provide them with comprehensive information to facilitate the sales process. Share ‘tribal knowledge’ with peers and collaborate cross-functionally with marketing, growth, and revenue teams to optimize lead generation strategies.
• Continuous Learning
  - Stay updated on industry trends, competitor offerings, and market dynamics affecting small businesses. Continuously refine sales techniques and product knowledge to enhance effectiveness in engaging with prospects.

• Proven experience in sales, business development, or customer-facing roles, preferably in a B2B environment.
• Excellent communication skills, both verbal and written, with the ability to articulate complex concepts clearly and persuasively.
• Strong interpersonal skills and ability to build rapport quickly with diverse audiences, including business owners and other key roles in the decision-making process
• A growth mindset and a desire to your career in sales
• Self-motivated with a results-driven mindset and the ability to thrive in a fast-paced, target-driven environment.
• Passion for small businesses and a genuine desire to help them succeed.
• Experience using , Outreach, and/or other Client Relationship Management (CRM)
• Prior Financial Services, Fintech, and/or SaaS experience

• 1+ year of experience in a corporate environment
• Previous 401K, Payroll or HCM experience

• Our office in Lindon, Utah
• In our office, 4 days per week, Monday-Thursday. Flexibility to work remotely on Friday.