Inside Sales Representative

Job Summary

The Inside Sales Representative is responsible for outbound prospecting, qualifying leads, and closing sales with the goal of generating a sales pipeline. This position is responsible for customer acquisition, establishing long‑term customer relationships, and marketing the Company’s brand in a way that is positive, honest, and professional. The Inside Sales Representative will encourage customers to buy products, services, and upgrade as well as contact customers when necessary to follow up on customer satisfaction issues or solicit further sales and referrals.

This position documents all contacts, actions, and responses in the customer database. The Inside Sales Representative reports to the Operations Manager and provides excellent customer service to team members and customers while demonstrating the company values and supporting the mission.

• 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

• Bachelor’s degree in business administration, marketing, communications, or related field
• 10 years of professional consultative sales experience with 5 years in financial services industry in an advice‑based role preferred
• Knowledge of the financial services industry strongly preferred
• Ability to independently prospect through networking and cold calling
• Proven track record of closing deals
• Personal experience with life transitions as addressed by Life Map content is a plus
• CRM experience with Sales Force preferred
• Capab…